Merrill Lynch

Industry: Banking company

Description

Merrill Lynch Wealth Management is an American wealth management division under the auspices of Bank of America. Along with Bank of America Merrill Lynch, the investment banking arm, both firms engage in prime brokerage and security dealings. Headquarters: New York City, New York, United States Founder: Charles E. Merrill Subsidiaries: MERRILL LYNCH PIERCE FENNER & SMITH INC, Parent organization: Bank of America

Merrill Lynch List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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42,685 Merrill Lynch employees in database. Find out everything there's to know about Merrill Lynch employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Merrill Lynch Employees

Employee
Years
Job
Industry
Jeff Sterling Jeff Sterling Greater Chicago Area Details
Jeff Sterling's Merrill Lynch Experience May 1995 - August 1996
Job Brokerage Representative at tradeMONSTER
Industry Financial Services
Experience
tradeMONSTER  February 2013 - Present
JP Morgan Chase  February 2007 - February 2013
JPMorgan Chase  May 2004 - February 2007
Hold Brothers On-line Investment Services, LLC  August 2003 - May 2004
Self Employed  July 2001 - October 2002
TD Waterhouse  November 2000 - July 2001
American National Bank  June 1999 - November 2000
American National Bank  May 1998 - June 1999
Merrill Lynch   May 1995 - August 1996

Skills
Microsoft Excel, Banking, Equities, Finance, Portfolio Management, Leadership, Securities, Investments, Mutual Funds, Financial Services, Risk Management, Fixed Income, Asset Management, Series 7

Education
Illinois State University   1993 — 1998
Bachelors, Finance

Wheeling High School   1989 — 1993

Vicente Martin Maza Vicente Martin Maza Miami/Fort Lauderdale Area Details
Vicente Martin Maza's Merrill Lynch Experience October 2000 - March 2009
Job Executive Director at Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management  August 2011 - Present
Bank of America  March 2009 - August 2011
Merrill Lynch   October 2000 - March 2009
Citi  February 1998 - October 2000
Citi  February 1997 - February 1998

Skills
Structured Products, Derivatives, Capital Markets, Equity Derivatives, Alternative Investments, Wealth Management, Series 7, Commodity, Investments, Spanish, FX Options, Options, Bloomberg, Latin America, English, Hedging, Credit Derivatives, Equities, Commodities, Investment Banking, Private Banking, Bonds, Wealth Management..., Asset Allocation, Mutual Funds, Financial Structuring, Portfolio Management, Series 63, Series 24

Education
IE Business School   2009 — 2010
Master of Business Administration (M.B.A.), Executive MBA

IE Business School   2009 — 2010
Master of Business Administration (M.B.A.), Master Universitario en Direccion de Empresas

Massachusetts Institute of Technology - Sloan School of Management   2005 — 2005
Investment Program

INSTITUTO EUROPEO DE DERECHO Y ECONOMIA (INEDE)   1991 — 1996
Bachelor's Degree, Economics and Business Administration

Universidad Nacional de Educación a Distancia - U.N.E.D.   1991 — 1996
Bachelor's Degree, Economics

Keone Battaglin Keone Battaglin La Jolla, California Details
Keone Battaglin's Merrill Lynch Experience November 2010 - May 2011
Job Consulting Engineer at Life Technologies
Industry Mechanical or Industrial Engineering
Experience
Life Technologies  January 2014 - Present
Life Technologies  January 2014 - May 2014
UBS Wealth Management  August 2013 - December 2013
Opus Asset Management   June 2013 - September 2013
Merrill Lynch   November 2010 - May 2011

Skills
Microsoft Office, Programming, Industrial Engineering, Brazilian Portuguese, Spanish-English, C++, Visual Basic, Simulation Software, 3D Modeling, Plant Layout, Financial Risk, Financial Analysis, Matlab, Minitab, Mastercam, Simio, Lingo, SketchUp, Customer Service, PowerPoint, English, Public Speaking, Teamwork

Education
IE Business School   2015 — 2016
Dual Degree Master in Management & Master in Finance, Finance

University of San Diego   2011 — 2014
Bachelor's degree, Industrial Engineering

Pontifícia Universidade Católica do Rio de Janeiro   2007 — 2008
Bachelor of Engineering (B.E.), Industrial Engineering

Zaneta Valencia Zaneta Valencia Los Angeles, California Details
Zaneta Valencia's Merrill Lynch Experience June 1997 - July 2004
Job Teacher at Los Angeles Unified School District
Industry Education Management
Experience
Los Angeles Unified School District  March 2006 - Present
Merrill Lynch   June 1997 - July 2004

Skills
Curriculum Design, Lesson Planning, Classroom, Classroom Management, Differentiated..., Curriculum Development, Educational Leadership, Tutoring, Educational Technology

Education
National University
Master of Fine Arts (MFA), Digital Cinema

National University
Master of Education (M.Ed.), Single Subject (Math) Teaching Credential and Specialization in Educational Technology Core

Howard University   1988 — 1992
Bachelor of Fine Arts (BFA), Theatre/Theater

David Sanna, CPWA® David Sanna, CPWA® Eagle, Idaho Details
David Sanna, CPWA®'s Merrill Lynch Experience March 1996 - August 2009
Job First Vice President Financial Advisor, Certified Private Wealth Advisor® at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  August 2009 - Present
Merrill Lynch   March 1996 - August 2009
KeyBank  2002 - 2006
Idaho State University  1962 - 1967

Education
Idaho State University   1962 — 1967
Bachelor of Arts, Political Science

Idaho State University
Master of Science (M.S.), Political Science and Government

Marisha Clinton Marisha Clinton Greater New York City Area Details
Marisha Clinton's Merrill Lynch Experience 2001 - 2005
Job Commercial Real Estate Capital Markets Research Expert at JLL
Industry Commercial Real Estate
Experience
JLL  2012 - Present
Oppenheimer & Co. Inc.   2008 - 2009
Bear, Stearns & Co. Inc.   2005 - 2008
Merrill Lynch   2001 - 2005
Goldman Sachs  June 2000 - September 2000

Skills
Banking, Investments, Portfolio Management, Financial Analysis, Finance, Management, Equities, Financial Services

Education
University of Pennsylvania - The Wharton School   1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management

Howard University   1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting

Jake Eld, CFA Jake Eld, CFA Eugene, Oregon Area Details
Jake Eld, CFA's Merrill Lynch Experience October 2006 - April 2007
Job Senior Investment Analyst at University of Oregon Foundation
Industry Banking
Experience
University of Oregon Foundation  March 2015 - Present
Umpqua Bank  August 2010 - March 2015
Summit Bank  April 2007 - August 2010
Merrill Lynch   October 2006 - April 2007
Idaho State University  October 2004 - August 2006
Convergys  March 2003 - October 2004

Skills
Portfolio Management, Training, Credit, Banking, Underwriting, Loans, Team Leadership, Commercial Banking, Credit Analysis, Small Business Lending, Finance, Loan Origination, Consumer Lending, Credit Risk, Financial Analysis, Commercial Lending, Management, Risk Management, Customer Service, Investments, Lines Of Credit

Education
Idaho State University   2001 — 2006
Bachelor’s Degree, Finance, General

Steve Wilder Steve Wilder Dallas/Fort Worth Area Details
Steve Wilder's Merrill Lynch Experience 2006 - 2008
Job Regional Director, Practice Mangement Consulting at 1st Global
Industry Financial Services
Experience
1st Global  April 2012 - Present
1st Global  October 2009 - May 2012
Epiphany Funds   2009 - 2009
Merrill Lynch   2006 - 2008
Haggar Clothing Co.  2003 - 2006
NCH  1999 - 2003

Skills
Wealth Management, Process Improvement, Strategic Financial..., Series 7, Portfolio Management, Strategic Planning, Budgets, Investments, Retirement Planning, Securities

Education
The University of Dallas   1999 — 2000
MBA, Global Business

The University of Dallas   1995 — 1999
BA, Economics

Humboldt University of Berlin   1997 — 1997
Sommerkurs

University of Düsseldorf   1997 — 1997
Sommerkurs

The University of Kiel   1996 — 1996
Sommerkurs

Cistercian Prep   1989 — 1995

Garrott Herbert Garrott Herbert Greater Chicago Area Details
Garrott Herbert's Merrill Lynch Experience January 2008 - January 2012
Job Marketing and Strategy Specialist
Industry Marketing and Advertising
Experience
Various firms  June 2014 - Present
MillerCoors  June 2013 - August 2013
Contigo Financial   October 2012 - December 2012
Merrill Lynch   January 2008 - January 2012
Merrill Lynch   January 2007 - January 2008
Service Tool International  April 2006 - July 2006

Skills
Marketing Strategy, Brand Awareness, Project Management, CRM, Marketing Management, Marketing, Management, Client Development, Team Leadership, Team Building, Portfolio Management, Banking, Investments, Equities, Leadership, Sales, Client Services, Client Rapport

Education
Vanderbilt University - Owen Graduate School of Management   2012 — 2014
Master of Business Administration (M.B.A.), Concentrations: Strategy & Marketing; Specialization: Brand Management

Illinois State University   2002 — 2006
Bachelor of Applied Science (B.A.Sc.), History

Martin B. Dwyer Martin B. Dwyer Cedar Rapids, Iowa Details
Martin B. Dwyer's Merrill Lynch Experience 1996 - 2000
Job Executive Director at Mission of Hope
Industry Nonprofit Organization Management
Experience
Mission of Hope  2009 - Present
Regions Financial Corporation  2005 - 2012
Wells Fargo  2003 - 2005
Merrill Lynch   1996 - 2000

Education
Illinois State University
Economics (M.S.)

Millikin University
Economics (B.S.)

Liberty University
Theology (M.A.) and Pastoral Studies (M.Div)

Ali Farooq Ali Farooq Los Angeles, California Details
Ali Farooq's Merrill Lynch Experience January 2006 - January 2009
Job Private Wealth Advisor at Protected Investors of America
Industry Financial Services
Experience
Protected Investors of America  April 2014 - Present
Fyshe Horton Finney Ltd   June 2012 - April 2014
Saturna Capital Corporation  March 2010 - December 2012
Ziegler  February 2009 - March 2010
Merrill Lynch   January 2006 - January 2009

Skills
Portfolio Management, Investments, Strategic Financial..., Wealth Management, Equities, Banking, Asset Management, Mutual Funds, Financial Analysis, Retirement Planning, Microsoft Office, Fixed Income, Investment Advisory, Strategic Planning, Derivatives, Financial Services, Management, Finance, Series 7, Asset Allocation, Series 63, Retirement, Investment Strategies, Wealth, Investment Management, Financial Advisory, Securities, Alternative Investments, Financial Planning

Education
University of Illinois at Chicago   2002 — 2004
Bachelor of Arts (B.A.), Economics

Illinois State University   2000 — 2002

Fernando Jones Fernando Jones Delanson, New York Details
Fernando Jones's Merrill Lynch Experience October 2011 - December 2011
Job Claim Professional at Travelers
Industry Accounting
Experience
Travelers  June 2014 - Present
Target  June 2013 - March 2014
State Farm Insurance  June 2012 - May 2013
New York State Senate  January 2012 - May 2012
Black and Latino Student Union, Siena College   November 2011 - May 2012
New York State Museum  October 2011 - May 2012
Merrill Lynch   October 2011 - December 2011
Best Buy  July 2010 - October 2011
Entrepreneur's Club, Hudson Valley Community College   January 2009 - May 2011

Skills
Team Leadership, Microsoft Office 2007, Telephone Skills, PowerPoint, Outlook, Word, Time Management, Budgets, Sales, Leadership, Analysis, Customer Satisfaction, Finance

Education
Siena College   2011 — 2013
Bachelor's degree, Accounting

Hudson Valley Community College   2009 — 2011
Associate of Science (AS), Business Administration and Management, General, 3.8

Laura Swift, CIMA® Laura Swift, CIMA® Davenport, Iowa Area Details
Laura Swift, CIMA®'s Merrill Lynch Experience 2000 - 2001
Job Partner, Financial Advisor at Quad Cities Investment Group
Industry Financial Services
Experience
Quad Cities Investment Group   2010 - Present
UBS  2006 - 2009
Piper Jaffray  2001 - 2006
Merrill Lynch   2000 - 2001

Education
Illinois State University   1980 — 1985
Bachelor of Science with Honors, Biological Sciences, Chemistry

Robert Mendoza Robert Mendoza Greater San Diego Area Details
Robert Mendoza's Merrill Lynch Experience January 2011 - June 2011
Job Senior Administrator at AT&T
Industry Telecommunications
Experience
AT&T  April 2014 - Present
AT&T Mobility  February 2012 - March 2014
AT&T Mobility  August 2011 - February 2012
Big Media Group: Media Plus Consulting   May 2011 - June 2011
Merrill Lynch   January 2011 - June 2011
HSBC  June 2008 - November 2010
Law Offices of Graham Vaage LLP   June 2010 - August 2010
Los Angeles Superior Court  June 2009 - September 2009

Skills
Leadership, Sales, Cross-functional Team..., Business Development, Financial Analysis, Real Estate, Strategy, Management, Marketing

Education
University of Southern California   2007 — 2011
BA

IESE Business School - University of Navarra   2011 — 2011

Dax Williamson Dax Williamson Eureka, California Details
Dax Williamson's Merrill Lynch Experience 1999 - 2001
Job Williamson Financial Group
Industry Financial Services
Experience
Williamson Financial Group   2009 - Present
Merrill Lynch   1999 - 2001
Edward Jones  1996 - 1999

Skills
Strategic Planning, Retirement Planning, Strategic Financial..., Business Strategy, Contract Negotiation, Program Management, Management, Financial Analysis, Business Planning, Investments, Asset Allocation, Risk Management, Small Business, CRM, Finance, Entrepreneurship, Mergers & Acquisitions, Leadership, Managerial Finance, Sales, Start-ups, Insurance, Tax, Strategy, New Business Development, Management Consulting

Education
Aji Network   2006 — 2008
Business Professional Course

Humboldt State University   1994 — 1996
Bachelor of Science

Elk Grove High School   1988 — 1991

Joe Contreras Joe Contreras Beverly Hills, California Details
Joe Contreras's Merrill Lynch Experience October 2011 - Present
Job Senior Registered Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2011 - Present
Morgan Stanley  February 2008 - October 2011
Bank of America Investment Services  October 2006 - February 2008
Wells Fargo  August 2005 - October 2006

Skills
Series 7, Series 66, Insurance, Events Coordination, Volunteer Management, Training, Leadership, Financial Analysis, Wealth Management, Microsoft Office

Education
IÉSEG School of Management   2002 — 2002
Study Abroad, International Business

The University of Texas at El Paso   2000 — 2002
Bachelor's Degree, Business, Management, Marketing, and Related Support Services

Ron Gallegos Ron Gallegos Pocatello, Idaho Details
Ron Gallegos's Merrill Lynch Experience November 2007 - August 2010
Job Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2010 - Present
Merrill Lynch   November 2007 - August 2010

Skills
Investments, Finance, Retirement Planning, Customer Service, Financial Services, Mutual Funds, Financial Analysis

Education
Idaho State University   1975 — 2008
B of A Degree, Education

Greys Harbor Community College   1973 — 1975
General Studies

Kennewick High School   1970 — 1973
High School Diploma, General

Gordon Liu Gordon Liu Greater New York City Area Details
Gordon Liu's Merrill Lynch Experience July 2000 - August 2005
Job MD, Head of Wholesale and Markets Risk Analytics at HSBC
Industry Financial Services
Experience
HSBC  Head of Wholesale and Markets Risk Analytics HSBC USA.MD, Head of Wholesale and Markets Risk Analytics HSBC USAHSBCApril 2013 - Present
HSBC  March 2012 - April 2013
HSBC  January 2009 - March 2012
HSBC  September 2007 - January 2009
Citi  July 2005 - September 2007
Merrill Lynch   July 2000 - August 2005
Citi  September 1999 - July 2000
Ascom Timeplex  December 1996 - September 1999

Skills
Credit Risk, Market Risk, Financial Risk, Derivatives, Risk Management, Basel II, Capital Markets, Financial Modeling, Fixed Income, Liquidity Risk, Credit Derivatives, FX Options, Structured Products, Financial Analysis, Portfolio Management, Banking, Operational Risk..., Operational Risk, Quantitative Finance, Credit, Financial Markets, Counterparty Risk, Investment Banking, Bloomberg, Equity Derivatives, Risk Analytics, VAR, Hedge Funds, Enterprise Risk..., Analytics, Structured Finance, Equities, Trading, Interest Rate..., Stress Testing

Education
The University of Connecticut   1992 — 1996
Doctor of Philosophy (Ph.D.), Electrical and Systems Engineering

Huazhong University of Science and Technology   1982 — 1985
Master's degree, Electrical Engineering

Huazhong University of Science and Technology   1978 — 1982
Bachelor's degree, Automatic Control Engineering

University of Pennsylvania - The Wharton School

Kaushlesh Biyani Kaushlesh Biyani Houston, Texas Details
Kaushlesh Biyani's Merrill Lynch Experience May 2003 - August 2003
Job Manager at SunGard Global Services
Industry Oil & Energy
Experience
SunGard Global Services  March 2012 - Present
Biyani Photography   September 2006 - Present
Biyani Design   May 2005 - Present
ERCOT  February 2008 - March 2012
HSBC  April 2006 - February 2008
The University of Texas at Austin  October 2003 - April 2006
Merrill Lynch   May 2003 - August 2003

Skills
Market Entry, EDI, Certification Testing, Oracle SQL, PL/SQL, Lodestar, Project Management, Testing, Mercury Test Tools, Business Analysis, SQL, Databases, Analysis, Visio, SDLC, Data Analysis, Energy, Business Intelligence, Process Improvement, SharePoint, Microsoft Office, Marketing, Management, HTML, Change Management, Quality Center, Mercury QuickTest Pro, Business Process..., Training, Business Process, Requirements Gathering, Requirements Analysis, Software Documentation, Software Project..., Project Planning, Integration, Agile Methodologies, Access, MS Project, Data Warehousing, Microsoft SQL Server, Quality Assurance, PMP, Program Management, Vendor Management, IT Strategy, Oracle, Enterprise Architecture, Consulting, CRM

Education
The University of Texas at Austin   2002 — 2005
Bachelors, Economics

Illinois Institute of Technology   2001 — 2002

Kirk Podawiltz Kirk Podawiltz San Francisco Bay Area Details
Kirk Podawiltz's Merrill Lynch Experience June 2006 - January 2008
Job Sr. Technical Recruiter at Oracle
Industry Computer Software
Experience
Oracle  October 2014 - Present
VMware  April 2010 - August 2014
Corporate Search Partners   September 2008 - April 2010
Merrill Lynch   June 2006 - January 2008
Google, Inc.   December 2004 - June 2006
California State Automobile Association  October 2003 - November 2004
Apple Computer Inc.  January 2002 - January 2003
Intuit  2003 - 2003
Lucent Technologies  December 1999 - January 2002
Nortel Networks (Bay Networks)   1996 - 1999

Skills
Executive Search, Workforce Planning, Recruiting, Talent Management, Strategic Sourcing, Leadership, Technical Recruiting

Education
Illinois State University
B.S., Marketing

University of California, San Francisco
M.S., Organizational Development

Jose Quijano Jose Quijano Miami, Florida Details
Jose Quijano's Merrill Lynch Experience March 2008 - July 2012
Job Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners Latin America, Inc  August 2012 - Present
Merrill Lynch   March 2008 - July 2012
Merrill Lynch   January 2003 - February 2008
Merrill Lynch   October 2001 - December 2002

Skills
Portfolio Management, Fixed Income, Alternative Investments, Investments, Equities, Wealth Management, Investment Management, Private Equity, Options, Private Banking, Finance, Bloomberg, Hedge Funds, Asset Management, Capital Markets

Education
IE Business School
MBA, International Business and Corporate Finance

Universidad ORT Uruguay
Business Administration and Management, General

Russell Olson Russell Olson De Pere, Wisconsin Details
Russell Olson's Merrill Lynch Experience January 2003 - January 2008
Job Financial Advisor
Industry Financial Services
Experience
Financial Consulting Services, Inc.   March 2012 - Present
Morgan Stanley Smith Barney  January 2008 - March 2012
Merrill Lynch   January 2003 - January 2008

Skills
Portfolio Management, Retirement Planning, Alternative Investments, 401k Rollovers

Education
Illinois Institute of Technology   2000 — 2001
Master's of Science in Financial Markets

St. Norbert College   1993 — 1997
Bachelor of Business Administration (B.B.A.)

Greg Huntsman Greg Huntsman Idaho Falls, Idaho Details
Greg Huntsman's Merrill Lynch Experience January 1999 - December 2000
Job Business Controller at Hard Times Sales and Distribution, LLC
Industry Hospitality
Experience
Hard Times Quick Stop, LLC   April 2014 - Present
OpenBook by Yellowstone Hotel Systems  May 2013 - Present
Accelerate Ventures   November 2012 - April 2013
CH2M HILL  May 2009 - October 2012
Battelle Energy Alliance  June 2006 - May 2009
Insight Financial  2001 - 2003
Merrill Lynch   January 1999 - December 2000
Missao Brasil Rio De Janeiro   1983 - 1984

Skills
Contract Management, Strategic Planning, Microsoft Excel, Project Management, Sales, Project Planning, Research, Operations Management, Business Strategy, Accounting, Financial Reporting, Change Management, Team Leadership, Management Consulting, Start-ups, Program Management, Analysis, Risk Management, Budgets, Management, Strategy, Data Analysis, Forecasting, Leadership, Team Building, Training, Process Improvement

Education
Idaho State University   1986 — 1989
Bachelor of Business Administration (BBA), Finance, General

Eric Wiltfang Eric Wiltfang Westlake Village, California Details
Eric Wiltfang's Merrill Lynch Experience January 2001 - February 2009
Job Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors  February 2009 - Present
Merrill Lynch   January 2001 - February 2009
Morgan Stanley  July 1994 - January 2001

Skills
Uniform Combined State..., Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Alternative Investments, Investment Strategies, Fixed Income, Equities, Wealth Management..., 401k Rollovers, Series 63, Series 65, Retirement, Portfolio Management, Investments, Insurance, Finance, Strategic Financial..., Securities, Financial Planning

Education
Illinois State University   1989 — 1993
Bachlors of Science, Finance

Kamohelo Lichaba Kamohelo Lichaba Washington D.C. Metro Area Details
Kamohelo Lichaba's Merrill Lynch Experience June 2010 - September 2010
Job MBA Candidate, Howard University School of Business
Industry Financial Services
Experience
Dell  May 2015 - August 2015
A.T. Kearney   January 2015 - April 2015
Investment Company Institute  June 2011 - April 2014
Goodman & Company  February 2011 - April 2011
Merrill Lynch   June 2010 - September 2010

Skills
SQL, Microsoft Office, Tax Preparation, Research, Data Analysis, Statistics, Analysis, Microsoft Excel, Financial Modeling, Financial Analysis

Education
Howard University   2014 — 2016
Master of Business Administration (M.B.A.), Finance/ Supply Chain Management

University of Maryland - Robert H. Smith School of Business   2009 — 2011
Bachelor's Degree, Accounting

Brian Daly Brian Daly Washington, District Of Columbia Details
Brian Daly's Merrill Lynch Experience July 2005 - April 2007
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton  October 2014 - Present
Barclays Capital  February 2011 - September 2012
Barclays Capital  August 2009 - February 2011
Barclays Capital  September 2008 - February 2011
Lehman Brothers  April 2007 - September 2008
Merrill Lynch   July 2005 - April 2007
Mercer  January 2004 - July 2005

Skills
Finance, Fixed Income, Bonds, Treasury, Prime Brokerage, Financial Analysis, Capital Markets, Financial Reporting, Financial Markets, GAAP, General Ledger, US GAAP, IFRS, Hedging

Education
Yale University - Yale School of Management   2013 — 2014
Master of Advanced Management (MAM)

IE Business School   2012 — 2014
Master of Business Administration (MBA)

University of Richmond   1999 — 2003
Bachelor of Science in Business Administration, Finance and International Business

University of Richmond   1999 — 2003
Bachelor of Arts, Spanish

Peter Yen Peter Yen San Francisco Bay Area Details
Peter Yen's Merrill Lynch Experience July 2000 - June 2002
Job Founder and Chief Executive Roller of Sushirrito®
Industry Venture Capital & Private Equity
Experience
Kaizen Medical Solutions   February 2009 - May 2010
Longitude Capital  January 2008 - August 2008
San Francisco Suicide Prevention  August 2006 - June 2007
McKesson Corporation  December 2005 - June 2007
GESD Capital Partners  February 2004 - December 2005
Merrill Lynch   July 2000 - June 2002

Skills
Venture Capital

Education
IESE Business School   2009 — 2009

Northwestern University - Kellogg School of Management   2007 — 2009

University of California, Berkeley   1996 — 2000
BA, Molecular Cell Biology and Business

Myles McCabe Myles McCabe Saint Louis, Missouri Details
Myles McCabe's Merrill Lynch Experience May 2008 - January 2009
Job Advisory Senior at EY
Industry Investment Management
Experience
EY  October 2015 - Present
Greenleaf Capital Partners   June 2013 - October 2015
Moloney Securities Asset Management   October 2012 - June 2013
Saint Louis University  May 2012 - October 2012
First Bankers Trust Company  July 2010 - August 2011
First Bankers Trust Company  May 2009 - July 2010
Merrill Lynch   May 2008 - January 2009
A.G. Edwards & Sons, Inc.   May 2005 - August 2007

Skills
Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Risk Management, Valuation, Banking, Analysis, Securities, Private Equity, Legal Research, Credit Analysis, Investment Banking, Employment Law, Mutual Funds, Special Purpose...

Education
Saint Louis University School of Law   2011 — 2014
J.D., Law, Top 20%

Quincy University   2010 — 2011
MBA, Business Administration and Management, General

Illinois College   2007 — 2010
B.S., Economics, Finance

Quincy Notre Dame

Khadine Clifford Khadine Clifford Beaufort, South Carolina Details
Khadine Clifford's Merrill Lynch Experience June 2003 - August 2003
Job Operations & Logistics Manager, EarthFIT LLC
Industry Health, Wellness and Fitness
Experience
EarthFIT LLC   August 2009 - Present
Habersham Community Steering Committee   January 2013 - December 2014
Habersham Merchant Council   January 2011 - December 2013
UBS Global Asset Management  July 2005 - July 2009
UBS Investment Bank  July 2004 - July 2005
Merrill Lynch   June 2003 - August 2003
Goldman Sachs  June 2001 - August 2001

Skills
Strength & Conditioning, Editing, Presentation Development, CRM, Budgets, Investment Banking, Hedge Funds, Investments, Strategic Planning, Marketing, Customer Service, Financial Analysis, Finance, Management, Training, Leadership, Logistics

Education
Howard University   2000 — 2004
Bachelor of Business Administration (BBA), Finance, General

St. Stephen's College, Trinidad   1992 — 1999
Ordinary (CXC) and Advanced Level high school diploma, Business

Lea Labudovic Lea Labudovic Greater New York City Area Details
Lea Labudovic's Merrill Lynch Experience September 2014 - Present
Job Merrill Lynch Wealth Managment
Industry Financial Services
Experience
Merrill Lynch   September 2014 - Present
Lifeline New York   April 2014 - September 2014
Freelance  November 2013 - April 2014
Corbin-Hillman Communications  September 2012 - November 2013
3Doodler   February 2013 - April 2013
National Geographic Retail Store   May 2012 - July 2012
The Public Broadcasting Service of Vojvodina   February 2011 - August 2011
Communication Direction Center   February 2008 - August 2010
Vojvodjanski magazin   January 2010 - July 2010

Skills
Corporate Communications, Foreign Languages, Public Speaking, PowerPoint, Visual Basic, Strategic Communications, Brand Management, Leadership, Strategy, Editing

Education
IE (Instituto de Empresa)   2011 — 2012
Master's degree, Corporate Communication

University of Bologna   2010 — 2011
Exchange student, Communication and Media Studies

University of Novi Sad, Serbia   2007 — 2011
Bachelor with Honours, Communication, Journalism, and Related Programs, 3.86

Christian Exshaw Christian Exshaw Toronto, Canada Area Details
Christian Exshaw's Merrill Lynch Experience January 2007 - July 2008
Job Managing Director and Head, Capital Markets Trading, Wholesale Banking at CIBC
Industry Financial Services
Experience
CIBC  May 2011 - Present
CIBC  June 2010 - May 2011
CIBC  November 2008 - May 2010
Merrill Lynch   January 2007 - July 2008
Dresdner Bank  July 1999 - December 2006
Deutsche Bank  March 1997 - July 1999
Banque Indozuez   March 1994 - March 1997

Skills
Equity Derivatives, Fixed Income, Financial Structuring, Commodity, Rates, Electronic Trading, Emerging Markets, Foreign Exchange, Credit, Quantitative Analytics, Credit Derivatives, Structured Products, Swaps, FX Options, Capital Markets, Derivatives, Market Risk, Investment Banking, Bonds, Hedging, Trading, Financial Markets, Options, Equities, Currency, Investments, Risk Management, Prime Brokerage

Education
Institut d'Administration des Entreprises   1993 — 1994
DU, GERIF (Risk Management and Financial Instruments)

IAE FRANCE - Écoles Universitaires de Management   1992 — 1993
DESS, CAAE (finance, financial mathematics, accounting)

Université de Toulouse-le-Mirail (Toulouse II)   1991 — 1992
Bsc, Economics and econometrics

Benjamin Kallo Benjamin Kallo San Francisco Bay Area Details
Benjamin Kallo's Merrill Lynch Experience 2003 - 2006
Job Cleantech Equity Research
Industry Financial Services
Experience
Robert W. Baird & Co.   January 2015 - Present
Robert W. Baird  May 2009 - Present
Stanford Group Company  April 2008 - February 2009
Pacific Growth Equities  2007 - 2008
Merrill Lynch   2003 - 2006

Skills
Alternative Investments, Bloomberg, Asset Management, Capital Markets, Due Diligence, Emerging Markets, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Mergers, Portfolio Management, Private Equity, Research, Valuation, Venture Capital

Education
CFA Institute
CFA

Grissom

Humboldt State University
BA, Economics/Mathematics

University of Alabama
BA, Economics/Mathematics

University of California, Santa Barbara
MA, Economics

Sergio Montaner Sergio Montaner Miami, Florida Details
Sergio Montaner's Merrill Lynch Experience 1998 - 1999
Job Managing Partner at MCA
Industry Investment Banking
Experience
MCA Partners   April 2009 - Present
Bank of America Merrill Lynch  December 2007 - January 2009
UBS Wealth Management  1999 - 2007
Merrill Lynch   1998 - 1999
Coopers & Lybrand  1998 - 1998
The World Bank  1997 - 1997

Skills
Mergers & Acquisitions, Corporate Finance, Restructuring, Start-ups, Strategic Financial..., Joint Ventures, Real Estate, Financial Advisory, Investments, Equities, Investment Banking, Portfolio Management, Asset Management, Wealth Management, Fixed Income

Education
Universitat de Barcelona   2012 — 2019
ADE, CDES Abat Oliba, San Pablo CEU

IESE Business School - University of Navarra   2008 — 2009
PDG, Advance Management Program

   2001 — 2003
EMBA, Corporate Finance

The University of Chicago

Kevin Colas Kevin Colas Sunnyvale, California Details
Kevin Colas's Merrill Lynch Experience February 2000 - December 2000
Job Strategy Consulting Engagement Manager
Industry Management Consulting
Experience
Vaxa Inc.   January 2007 - April 2015
GoHealth  April 2013 - April 2014
Lakeland College  June 2010 - June 2012
A2 Gestion Asset Management   January 2004 - December 2005
Credit Agricole CIB  January 2001 - December 2003
Merrill Lynch   February 2000 - December 2000
State Street Global Advisors  January 1999 - December 1999
Rothschild  June 1997 - October 1997
Credit Agricole  June 1996 - October 1996
Cetelem  January 1996 - April 1996

Skills
Equity Research, Portfolio Management, Stock Picking, Trading, Mergers, RFP, Equity Valuation, Asset Management, Equities, Investments, Valuation, Fundamental Research, Hedge Funds, Industry Analysis, Fixed Income, Financial Modeling, Investment Banking, Due Diligence, DCF, Private Equity, Asset, Risk Management, Asset Allocation, Wealth Management, Capital Markets, Investment Strategies, Bonds, Alternative Investments, Business Valuation, Divestitures, Dispositions, Buy-side, Value Investing, Financial Planning, Corporate Finance, RFI, Mutual Funds, Securities, Stocks, Equity Trading, Derivatives, Asset Managment, Mergers & Acquisitions, Strategy, Management Consulting, Competitive Analysis, Financial Analysis, Financial Markets, Finance, Emerging Markets

Education
Hult International Business School   2006 — 2007
Master of Business Administration (M.B.A.), Global Business Administration, GPA 3.5 over 4

Université Paris Dauphine   1999 — 2001
Doctor of Philosophy (Ph.D.), Finance, All but Dissertation

Université Paul Cézanne (Aix-Marseille III)   1997 — 1998
Master's Degree, MPhil in Banking & Finance, 3.6 over 4

CERAM Sophia Antipolis   1995 — 1997
Master's Degree, MS in Management, 3.8 over 4

Université Pierre Mendès-France (Grenoble II)   1991 — 1995
BS & BA, Economics and English (respectively), 3.6 over 4

John Whiting John Whiting San Francisco Bay Area Details
John Whiting's Merrill Lynch Experience September 1997 - March 2001
Job Principal, Moss Adams Wealth Advisors, LLC
Industry Investment Management
Experience
Moss Adams Wealth Advisors LLC  March 2001 - Present
Wells Fargo Center for the Arts  February 2009 - February 2013
Merrill Lynch   September 1997 - March 2001
Pacific LifeCare Corporation   January 1990 - September 1997
Santa Rosa Chamber of Commerce  1985 - 1990

Education
Humboldt State University   1976 — 1981
BS, Business Administration, Minor Economics

Theo Spencer Theo Spencer Camden, New Jersey Details
Theo Spencer's Merrill Lynch Experience April 2011 - December 2011
Job Accenture Technology Solutions
Industry Information Technology and Services
Experience
Accenture  June 2014 - Present
Bank of America  November 2013 - Present
GSI Commerce  February 2012 - September 2012
Merrill Lynch   April 2011 - December 2011
Dow Jones  July 2010 - February 2011
myLEADERBOARD   November 2007 - January 2010
myLEADERBOARD   November 2007 - January 2010
Camden Board of Education  2007 - 2010
Trump Entertainment  May 2007 - November 2007
LG Electronics  October 2005 - November 2005

Skills
XML, CSS, JavaScript, jQuery, Databases, Web Applications, HTML, PHP, SQL, Mobile Applications, Microsoft Office, Dreamweaver, HTML 5, Visio, E-commerce, ActionScript, Operating Systems, Web Development, XHTML, OS X, Apache, Flash, Programming, ASP.NET, VBA, Web Design, Adobe Creative Suite, JSON, Access, MySQL, Windows, NetBeans, Aptana, Database Management, AJAX, Photoshop, Mac OS X, Visual Studio, Visual Basic, MS Project, ASP, Eclipse, Documentation, iPhone, Mobile, Analytics, AngularJS, HTML5, Software Documentation

Education
Tulane University - A.B. Freeman School of Business   2004 — 2006
MBA, Information Systems and Accounting

University of Pennsylvania - The Wharton School   2005 — 2005
MBA, Information Systems

Howard University   1994 — 1999
BS, Chemistry

Camden High School   1990 — 1994
Diploma, College Prep

Jean Paul Destarac Jean Paul Destarac Greater New York City Area Details
Jean Paul Destarac's Merrill Lynch Experience December 2011 - June 2013
Job
Industry Financial Services
Experience
Stelac Advisory Services   January 2015 - Present
Stelac Advisory Services   January 2014 - January 2015
Oenomedia   November 2013 - December 2013
Chateaneuf-du-Pape   September 2013 - November 2013
Property Partners, LLC   May 2013 - August 2013
Richter International Fellowship   November 2012 - June 2013
Hamilton Research Fellowship   August 2012 - June 2013
Southern Methodist University  April 2012 - June 2013
Merrill Lynch   December 2011 - June 2013
Louis Vuitton  May 2012 - August 2012

Education
IESE Business School - University of Navarra
Master of Business Administration (M.B.A.)

Southern Methodist University   2009 — 2013
B.S., B.A., minor

Vrije Universiteit Brussel   2011 — 2012

Oxford University   2011 — 2011

SMU-In-South of France   2011 — 2011

Université Paris Sorbonne (Paris IV)   2010 — 2010

Alliance Française   2009 — 2009

The Juilliard School   2009 — 2009

Bishop T. K. Gorman Catholic High School   2006 — 2009
High School

Tyler Junior College   2008 — 2008

Angela Nguyen Thanh Angela Nguyen Thanh New York, New York Details
Angela Nguyen Thanh's Merrill Lynch Experience January 2002 - June 2002
Job Director of Internal Control at Fresh (LVMH Group)
Industry Cosmetics
Experience
Fresh  October 2014 - Present
Louis Vuitton Malletier  April 2010 - September 2014
PricewaterhouseCoopers Advisory  February 2008 - April 2010
PricewaterhouseCoopers Aarata (Tokyo)   December 2006 - January 2008
PricewaterhouseCoopers Advisory  September 2003 - December 2006
Made In Museum   August 2002 - October 2002
Merrill Lynch   January 2002 - June 2002
Citibank  July 2001 - December 2001
Louis Vuitton - LV Bordeaux Store   November 2000 - May 2001
Louis Vuitton - LV Nice Global Store   July 2000 - August 2000

Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Process Improvement, Financial Audits, IT Audit, Retail, E-commerce, Operational Efficiency, Store Operations, Business Process, Financial Analysis

Education
École Supérieure de Commerce de Bordeaux   1999 — 2003

Hult International Business School   2003 — 2003
former Arthur D. Little School of Management - Boston

Tony Idugboe Tony Idugboe Philadelphia, Pennsylvania Details
Tony Idugboe's Merrill Lynch Experience 2008 - 2009
Job Associate at Morgan Stanley Alternative Investment Partners
Industry Financial Services
Experience
Morgan Stanley Alternative Investment Partners  2012 - Present
Goldman Sachs  2010 - 2012
Merrill Lynch   2008 - 2009

Skills
Financial Modeling, Valuation, Equities, Alternative Investments, Private Equity, Bloomberg, Investment Banking, Hedge Funds, Financial Analysis, Capital Markets, Corporate Finance, Asset Managment, Investments, Portfolio Management, Due Diligence, Fixed Income, Derivatives, Series 7, Securities, Fund Of Funds, Asset Management, Investment Management, Equity Research

Education
Howard University   2004 — 2008
Bachelor of Business Administration (BBA), Accounting

John Sun John Sun Dallas/Fort Worth Area Details
John Sun's Merrill Lynch Experience May 1999 - November 2000
Job Infrastructure Architect at Horizon Lines
Industry Transportation/Trucking/Railroad
Experience
Horizon Lines  March 2011 - Present
Glowpoint, Inc.   November 2010 - January 2011
Clearwire  February 2010 - July 2010
American Airlines  March 2006 - December 2009
CIBC  September 2005 - March 2006
UTStarcom  July 2004 - September 2005
Great-West Life  February 2004 - October 2004
Unified communications  May 2001 - January 2004
AT&T Wireless  November 2000 - May 2001
Merrill Lynch   May 1999 - November 2000

Skills
VoIP, Unified Communications, Cisco Technologies, IP, Switches, IVR, CTI, Call Center, SIP, Telecommunications, Network Architecture, Data Center, Cloud Computing, Integration, Virtualization, Cisco IOS, Cisco Routing &..., Cisco Call Manager, Microsoft Exchange, Telephony, TCP/IP, Active Directory, Avaya, Microsoft Certified..., OCS 2007, Lync Server 2010, lync server 2013, Call Centers, Avaya Technologies

Education
Sun Yat-Sen University   1987 — 1990
Master degree, Computer and Bio-medical engineering

Huazhong University of Science and Technology   1983 — 1987
BS.E.E., Electronic Information technology

Thais Yamauti Thais Yamauti New York, New York Details
Thais Yamauti's Merrill Lynch Experience February 2008 - March 2010
Job Vice President, LatAm Corporate Access at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   March 2010 - Present
Merrill Lynch   February 2008 - March 2010

Skills
Customer Service, Windows, Outlook, Budgets, Strategic Planning, Negotiation, Event Mana, Event Planning, Event Management..., Event Marketing Strategy, Logistics Management, Project Management, Operations Management, Marketing Communications, Websites, bud, Roadshows, LATAM, Multi Tasking, Client Service Oriented, International Logistics, Bloomberg, Equity Research

Education
IBMEC - SP

Mark Kutzer Mark Kutzer Greater New York City Area Details
Mark Kutzer's Merrill Lynch Experience February 2009 - May 2009
Job Accounting Manager at WDF Inc
Industry Construction
Experience
WDF Inc  December 2014 - Present
SmartWatt Energy, Inc.   December 2013 - November 2014
SmartWatt Energy, Inc.   July 2010 - November 2014
NYS Department of Tax & Finance  January 2010 - June 2010
Merrill Lynch   February 2009 - May 2009
East Shore Partners   January 2009 - May 2009
Siena College  September 2008 - May 2009
Red Robin Gourmet Burgers & Spirits   August 2004 - March 2008
Ukrainian Saturday School   September 2003 - May 2005

Skills
Accounting, Finance, Accounts Receivable, Financial Analysis, Microsoft Excel, Budgets, Accounts Payable, Management, Tax, Financial Accounting, Cash Management, QuickBooks, Customer Service, Corporate Credit, American Express, International Shipping, Use Tax, Sales Tax, WIP, Energy Conservation, Energy, Contract Management, Process Scheduler, Cash Flow, Investments, Forecasting, Account Reconciliation, Cash Flow Management, Budgeting, Budget Analysis, Budget Tracking, P&L Oversight, Avalara, JD Edwards, Financial Reporting, Analysis, Financial Statements, Hyperion HFM, Hyperion Financial...

Education
Siena College   2007 — 2009
B.S., Finance

Hudson Valley Community College   2005 — 2007
A.A.S, Busines Administration

Dale Dalbey Dale Dalbey Destin/Fort Walton Beach, Florida Area Details
Dale Dalbey's Merrill Lynch Experience September 2009 - January 2011
Job President/Owner at Synergy Home Care of the Emerald Coast
Industry Hospital & Health Care
Experience
Synergy Home Care of the Emerald Coast   August 2011 - Present
Merrill Lynch   September 2009 - January 2011
Mutual Savings Credit Union  February 2001 - July 2009
Alabama Credit Union League  October 1988 - January 2001
Governmental Affairs   October 1988 - January 2001

Skills
Cross-functional Team..., Loans, Public Relations, Executive Management, Long-term Care, Management, Program Management, Marketing, Sales, Strategic Financial..., Healthcare, Care planning, Recruiting, Full P&L Responsibility, Strategic Planning, Business Strategy, Home Care, Senior Services, Independent Living, Team Building, Training, P&L Management, Leadership, Sales Management, Budgets, Leadership Development, Care Planning, Policy, Entrepreneurship, Seniors, Employee Training, Elder Care, Organizational..., Business Development, Accounting, New Business Development, Business Planning, Change Management, Strategic Partnerships, Process Improvement, Lead Generation, Coaching, Start-ups, Sales Operations, Marketing Strategy, Public Speaking, Healthcare Industry, Small Business, Strategy, Finance

Education
Huntingdon College   1983 — 1987
B.A, Finance and History

Pelham High School   1980 — 1983

Charlie Hill-Wood Charlie Hill-Wood Greater New York City Area Details
Charlie Hill-Wood's Merrill Lynch Experience 1999 - 2004
Job Private Equity Professional
Industry Venture Capital & Private Equity
Experience
Lincolnshire Management  September 2011 - Present
Comparaencasa.com   2010 - 2011
Barwa Real Estate Group   2008 - 2010
Blomfield Corporate Finance   2006 - 2008
Merrill Lynch   1999 - 2004

Education
IESE Business School

University of Oxford

Jorge Chrystman Jorge Chrystman Jacksonville, Florida Area Details
Jorge Chrystman's Merrill Lynch Experience June 2003 - January 2005
Job VP Enterprise Content Management Technology at Merrill Lynch (Bank of America)
Industry Financial Services
Experience
Bank of America Merrill Lynch  January 2005 - Present
Merrill Lynch   June 2003 - January 2005
Merrill Lynch   June 1998 - June 2003
IMA Plus   December 1997 - June 1998
Blue Cross and Blue Shield  July 1996 - December 1997
TSYS  April 1994 - July 1996
Fortune Insurance   September 1993 - April 1994

Skills
Architectures, Risk Management, Enterprise Content..., Project Management, Data Warehousing, SDLC, Architecture, Vendor Management, Strategic Planning, Portfolio Management, Software Engineering, Enterprise Software, Financial Services, Six Sigma, Asset Management, Business Analysis, Leadership, Records Management, Software Development, IT Strategy, Enterprise Architecture, Business Process..., Fixed Income, Requirements Analysis, Information Technology

Education
University of Maine   1991 — 1993
Bachelors Degree in Computer Science, Computer Science

Husson College   1987 — 1989
Bachelors Degree in Business Administration, Business Administration and Management, General

Michael LaMothe Michael LaMothe Greater New York City Area Details
Michael LaMothe's Merrill Lynch Experience July 2005 - October 2009
Job Senior Consultant at Left Hand Logic
Industry Financial Services
Experience
Left Hand Logic   July 2011 - Present
Instituto de Empresa  April 2010 - June 2011
Bank of America Merrill Lynch  January 2011 - March 2011
Merrill Lynch   July 2005 - October 2009
Merrill Lynch   May 2004 - August 2004

Education
IE Business School   2010 — 2011
IMBA

Villanova University   2001 — 2005

Villanova University, Bartley School of Business
Bachelor of Science, Business Administration

Joanna Monnier Joanna Monnier Greater New York City Area Details
Joanna Monnier's Merrill Lynch Experience May 1992 - November 1999
Job Principle of Impact Technology International Inc.
Industry Information Technology and Services
Experience
Impact Technology International   January 1992 - Present
Merrill Lynch   May 1992 - November 1999
The Chase Manhattan Bank  March 1989 - May 1992

Skills
Management Consulting, SDLC, Business Intelligence, Management, Project Portfolio..., Software Project..., Business Analysis, Integration, Banking, IT Strategy, Business Process, Enterprise Architecture, IT Management, Strategy, Business Process..., Cross-functional Team..., ITIL, Solution Architecture, IT Service Management, Outsourcing, Enterprise Software, Vendor Management, Program Management

Education
Illinois Institute of Technology   1976 — 1978
MBA, Information Technology

Judith Swedek, MBA Judith Swedek, MBA Washington D.C. Metro Area Details
Judith Swedek, MBA's Merrill Lynch Experience 1988 - 1995
Job Senior Leader, Talent Management & Development
Industry Human Resources
Experience
Gate Gourmet  January 2011 - Present
BroadReach Healthcare  2007 - 2010
Freddie Mac  2006 - 2007
DBM  1999 - 2006
Transitions Consulting, LLC   1996 - 2006
Deutsche Bank  1995 - 1996
Merrill Lynch   1988 - 1995
Citicorp Investment Bank  1982 - 1988

Skills
Talent Management, Performance Management, Leadership Development, Coaching, Change Management, Organizational..., Recruiting, Leadership, Training, Executive Coaching, Talent Acquisition, Program Management, Organizational..., Management Consulting, Employee Relations, Strategic Planning, Budgets, Instructional Design, Management, Project Management, Staff Development, Business Planning

Education
Illinois Institute of Technology
BS

Kellogg School of Management
MBA

Enlin Wen Enlin Wen Tampa/St. Petersburg, Florida Area Details
Enlin Wen's Merrill Lynch Experience July 2008 - November 2009
Job Finance Manager at Greenway Health
Industry Financial Services
Experience
Greenway Health  June 2015 - Present
Gerson Lehrman Group  April 2012 - Present
Nomura Securities  November 2009 - April 2012
Merrill Lynch   July 2008 - November 2009

Skills
Equities, Fixed Income, Financial Analysis, Capital Markets, Corporate Finance, Investment Banking, Quantitative Analytics

Education
New York University, Stern School of Business   2012 — 2014
Master of Business Administration (MBA), Finance & Strategy

Washington University in St. Louis   2006 — 2008
BSBA, Finance

Washington University in St. Louis - Olin Business School   2006 — 2008
BSBA, Finance

湖南大学   2004 — 2006
Bachelor of Science (BS), Finance

VIJAY MIRIYALA, PMP VIJAY MIRIYALA, PMP Greater New York City Area Details
VIJAY MIRIYALA, PMP's Merrill Lynch Experience October 2009 - April 2010
Job Credit Suisse, CCAR PMO
Industry Information Technology and Services
Experience
Credit Suisse  April 2015 - Present
Citi Group  April 2010 - Present
Merrill Lynch   October 2009 - April 2010
IBM  September 2001 - November 2009
Bell Laboratories  July 1997 - September 2001
Pfizer  January 1991 - June 1997

Skills
PMP, SDLC, PMO, Integration, MS Project, Business Analysis, ITIL, Program Management, Programme Governance, Enterprise Risk..., Performance Metrics, Quality Management, Management Consulting, Process Improvement, IT Operations Management, Pipeline Management, Microsoft Project, Project Management, Requirements Analysis, Management, Resource Management, Software Project...

Education
Illinois Institute of Technology   1988 — 1990
M.S, Engineering

Jenna Papesh Jenna Papesh Orlando, Florida Area Details
Jenna Papesh's Merrill Lynch Experience January 2007 - May 2007
Job Senior Media Manager at Digital Target Marketing
Industry Marketing and Advertising
Experience
Digital Target Marketing  January 2014 - Present
Digital Target Marketing  January 2011 - December 2013
Digital Target Marketing  March 2010 - December 2010
Digital Target Marketing  March 2009 - March 2010
Starcom MediaVest Group- Spark Communications   September 2008 - December 2008
The Daily Vidette  May 2007 - May 2008
iTransfer.org   May 2007 - October 2007
Merrill Lynch   January 2007 - May 2007

Skills
Advertising, Digital Strategy, Digital Marketing, Media Planning, Media Buying, E-commerce, Web Analytics, Email Marketing, Direct Response, Programmatic Buying, PPC, Affiliate Marketing, Lead Generation, SEM, Online Advertising, Marketing, Social Media Marketing, Marketing Strategy, Google Adwords, Digital Media, SEO, Online Marketing, Direct Marketing, Social Media, Strategy, Interactive Marketing, Google Analytics, Mobile Marketing, Web Marketing, Integrated Marketing, Mobile Advertising, Online Lead Generation, Online Video Marketing, Online Video Strategy, Display Advertising, Copywriting, Search Advertising

Education
Illinois State University   2004 — 2008
B.S. Integrated Marketing Communications, Marketing/Advertising

Coal City High School

Stacy Lupcho Stacy Lupcho Jacksonville, Florida Area Details
Stacy Lupcho's Merrill Lynch Experience August 1997 - October 1999
Job Independant Consultant, National Recruiter at Rodan + Fields Dermatologists
Industry Retail
Experience
Rodan + Fields Dermatologists  April 2012 - Present
TheSpunkyMonkey.com   January 2008 - May 2013
Banc of America Investments  July 2000 - November 2002
Bank of America  October 1999 - July 2000
Merrill Lynch   August 1997 - October 1999

Skills
Social Media, Online Marketing, Customer Service, Writing, Customer Relations, Event Planning, Social Media Marketing, Newsletters, Social Networking, Research, SEO, E-commerce, Excel, Word, Financial Planning, Outlook, Photo Editing, Planning, Time Management

Education
Dance Trance NB   1999 — 2012

Jacksonville University   1994 — 1996
BS, Athletic Training

Illinois State University   1992 — 1994
general studies

Normal Community High School   1990 — 1992
Dipoma, College Prep

Kenneth Silhavy Kenneth Silhavy Chicago, Illinois Details
Kenneth Silhavy's Merrill Lynch Experience July 1990 - March 1996
Job Senior Director at CME Group
Industry Financial Services
Experience
CME Group  July 2006 - Present
Deutsche Bank  March 1996 - June 2006
Merrill Lynch   July 1990 - March 1996

Skills
Futures and Options..., Futures, Trading, Commodity, Options, Trading Systems, Fixed Income, Electronic Trading, Derivatives, Risk Management, Hedging, Financial Markets, Proprietary Trading, Technical Analysis, Valuation, Hedge Funds, Trading Strategies, Futures Trading, FX Options, Market Data, Bonds, Equities, Financial Services

Education
Illinois Institute of Technology   1996 — 2000
Master's degree, Financial Markets and Trading

University of Illinois at Urbana-Champaign   1983 — 1986
Bachelor's degree, Agricultural Economics

Greg Gobble Greg Gobble Greater St. Louis Area Details
Greg Gobble's Merrill Lynch Experience March 1997 - October 1998
Job Financial Consultant at First Brokerage America
Industry Financial Services
Experience
First Brokerage America   March 2012 - Present
Goshen Retirement Consultants   December 2005 - March 2012
TheBank of Edwardsville  June 2003 - December 2005
Morgan Stanley Smith Barney  June 2001 - June 2003
Edward Jones  October 1998 - June 2001
Merrill Lynch   March 1997 - October 1998
AG Edwards  September 1995 - February 1997
Edward Jones  August 1990 - September 1995

Skills
Long-term Care, Retirement Planning, Mutual Funds, Insurance, Sales, Financial Analysis, Investments, Customer Service, Loans, Banking, Credit, Health Insurance, Budgets, Mortgage Lending, Commercial Lending

Education
Illinois State University   1985 — 1990
B.S., Accounting

Flavio de Andrade Jr Flavio de Andrade Jr Greater New York City Area Details
Flavio de Andrade Jr's Merrill Lynch Experience September 2011 - June 2013
Job Vice President, Senior Investment Analyst at Citi
Industry Financial Services
Experience
Citi  2014 - Present
Merrill Lynch   September 2011 - June 2013
US Securities and Exchange Commission  November 2010 - September 2011
Goldman Sachs  2010 - 2010
Merrill Lynch   June 2008 - August 2008

Skills
Strategy, Financial Modeling, Econometrics, Valuation, Economics, Analytics, Business Strategy, Corporate Finance, Stata, Analysis, Management Consulting, Financial Risk, Derivatives, Statistics, Emerging Markets, Quantitative Analytics, Portfolio Management, Finance, Financial Analysis, Quantitative Finance, Equities, Fixed Income, Hedge Funds, Bloomberg, Investments, Investment Banking, Capital Markets, Financial Markets

Education
Northwestern University - Kellogg School of Management   2003 — 2009
PhD, Financial Economics

The London School of Economics and Political Science (LSE)   2002 — 2003
MS, Econometrics and Mathematical Economics

Institute for Pure and Applied Math - IMPA   2000 — 2002
MA, Mathematics

Ibmec   1996 — 2000
Bachelor's, Economics

Dave Wittenborn Dave Wittenborn Greater Chicago Area Details
Dave Wittenborn's Merrill Lynch Experience 1983 - 1998
Job TopLinkedSearch Consultant at Miller Resource Group
Industry Marketing and Advertising
Experience
Self Employed  May 2010 - Present
Merrill Lynch   1983 - 1998
Commerce Bank, N.A.   1979 - 1983

Education
University of Missouri-Columbia   1975 — 1978
B.S. B.A., Dual Degrees: Marketing and Management

Illinois State University   1974 — 1975

Luca Vidozzi Luca Vidozzi Greater New York City Area Details
Luca Vidozzi's Merrill Lynch Experience July 2011 - Present
Job Vice President, Quantitative Finance Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2011 - Present
Quantifi Solutions   July 2009 - July 2011
AVM LP  July 2008 - December 2008
AVM LP  January 2008 - July 2008
Northeastern Illinois University  September 2007 - December 2007
Illinois Institute of Technology  January 2004 - September 2007

Skills
Quantitative Finance, Matlab

Education
Illinois Institute of Technology   2004 — 2009
PhD, Applied Math

Northeastern Illinois University   2001 — 2003
MBA, Finance

Royal Pitchford Royal Pitchford Greater Chicago Area Details
Royal Pitchford's Merrill Lynch Experience June 2004 - June 2008
Job Consultant and Writer at R.A. Pitchford
Industry Financial Services
Experience
R A Pitchford   July 2008 - Present
Merrill Lynch, placed through Rose International   April 2013 - September 2014
Merrill Lynch   June 2004 - June 2008
Merrill Lynch   June 1999 - May 2004
Howard Johnson & Company (HJCo), Chicago, IL   June 1994 - October 1999
William M. Mercer, Inc.   1989 - 1994

Skills
Employee Benefits, Video, Retirement, Defined Benefit, Internal Communications, Presentation Development, Communications Strategy, Strategic Communications, Editing, Retirement Planning, Marketing, Strategy, Marketing Strategy, Corporate Communications, Editorial, Copywriting, Project Management, Newsletters, Leadership, Marketing Communications, Blogging, Content Development

Education
University of Wisconsin-Madison   1980 — 1983
M.A., Communication Arts

Illinois State University
B.S. (ed.), History, English

Matthew Schwenk Matthew Schwenk Greater Chicago Area Details
Matthew Schwenk's Merrill Lynch Experience September 2003 - May 2008
Job Senior Pharmaceutical Sales Representative at Daiichi Sankyo
Industry Pharmaceuticals
Experience
Daiichi Sankyo  May 2008 - Present
Merrill Lynch   September 2003 - May 2008
Merrill Lynch   May 1999 - September 2003

Skills
Pharmaceutical Sales, Cardiology, Product Launch, Sales, Diabetes, Sales Force Development, Cold Calling, Sales Management, Territory Management, Business Planning, Sales Presentations, Managed Care, B2B, Endocrinology, Team Leadership, Marketing Strategy, Sales Operations, Hypertension, Sales Effectiveness, Urology, Cholesterol, Data Analysis, Financial Analysis, Mortgage Underwriting, Wholesale Lending, Competitive Analysis, Market Analysis, Management, Selling, Pharmaceutical Industry, Consultative Selling, Strategic Planning, Cardiovascular, Business-to-Business..., Atrial Fibrillation, Pain Management, Orthopedics

Education
Illinois State University
Bachelor of Science (B.S.), Marketing

Blair Ward Blair Ward Fort Worth, Texas Details
Blair Ward's Merrill Lynch Experience May 2005 - December 2005
Job Outside Sales at Gulf Coast Tubulars
Industry Oil & Energy
Experience
Gulf Coast Tubulars   June 2007 - Present
ERMI Inc.  August 2006 - May 2007
Merrill Lynch   May 2005 - December 2005

Skills
Petroleum, Sales, Marketing Communications, Account Management, Microsoft Office, New Business Development, Customer Service, Strategic Planning, Public Relations, Sales Management, Social Media, Negotiation, Management, Microsoft Excel, Advertising, Business Development, Social Media Marketing, Team Leadership

Education
Texas Christian University   2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Public Relations, Advertising

Idaho State University   2003 — 2004

Leah West Leah West Lakewood, Washington Details
Leah West's Merrill Lynch Experience June 2009 - August 2010
Job Office Administator at Real Estate Investment Services
Industry Real Estate
Experience
Real Estate Investment Services   February 2015 - Present
John L Scott Real Estate  June 2014 - February 2015
REACH  September 2013 - August 2014
Tacoma Goodwill Industries  May 2013 - November 2013
Tacoma Public Utilities  June 2013 - August 2013
Merrill Lynch   June 2009 - August 2010

Skills
Career Development, Resume Writing, Job Coaching, Leadership Development, Job Search Strategies, Coaching, Training, Recruiting, Workshop Facilitation, Job Search, Performance Management, Interviews, Human Resources, Interview Preparation, Employee Training, Career Assessment, Conflict Resolution, Cover Letters, Mock Interviews, Applicant Tracking..., New Hire Orientations, Job Fairs, Program Development, Microsoft Office, Program Management, Customer Service, Leadership, Community Outreach, Strategic Planning, Public Speaking, Research, Social Media, Microsoft Excel, Microsoft Word, Management, PowerPoint, Data Entry, Team Building, Public Relations, Project Management, Teaching

Education
Howard University

Jonathan Fishman Jonathan Fishman Providence, Rhode Island Details
Jonathan Fishman's Merrill Lynch Experience August 2004 - April 2008
Job Renewable Energy Structured Finance
Industry Investment Banking
Experience
CDA Capital Partners, LLC   March 2011 - Present
Merrill Lynch   August 2004 - April 2008

Skills
Financial Modeling, Valuation, Equity Research, Finance, Leadership, Financial Analysis, Emerging Markets, Corporate Finance, Equities, Private Equity, Due Diligence, Investment Banking, Business Strategy, Investments, Marketing, Competitive Analysis, Excel Models, Project Finance, Solar Energy, Financial Services, Financial Structuring

Education
IESE Business School   2008 — 2010
MBA, International Business

Isenberg School of Management, UMass Amherst   2000 — 2004
BBA, Finance & Operations Management

Jason Glazier Jason Glazier Santa Rosa, California Details
Jason Glazier's Merrill Lynch Experience June 2005 - April 2007
Job Financial Advisor at Strategic Planning & Investment Advisors, a financial advisory practice of Ameriprise Fin. Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2012 - Present
Wells Fargo Advisors  May 2007 - July 2012
Merrill Lynch   June 2005 - April 2007
Citibank  April 2003 - April 2005

Education
Humboldt State University   1999 — 2001
Business Administration, International Business & German

Santa Rosa Junior College   1993 — 1999
Associates in Arts, Liberal Arts

Scott Reffett, CLTC® , FIC® Scott Reffett, CLTC® , FIC® Greater Chicago Area Details
Scott Reffett, CLTC® , FIC®'s Merrill Lynch Experience 1986 - 1988
Job Partner at Thrivent Financial ► Recruiting Top Sales Talent to Help Individuals Be Wise With Money + Live Generously
Industry Financial Services
Experience
Thrivent Financial  April 2004 - Present
Choice Products USA   1992 - 2004
Merrill Lynch   1986 - 1988

Skills
Financial Services, Investments, Investment Strategies, Life Insurance, Asset Allocation, Insurance, Financial Analysis, Retirement, Securities, Comprehensive Financial..., Estate Strategies, Asset Strategies, Wealth Strategies

Education
Illinois State University   1981 — 1985
BS, Marketing and Management

Jaime Thelen Jaime Thelen Greater Chicago Area Details
Jaime Thelen's Merrill Lynch Experience August 1999 - October 2004
Job Executive Consultant
Industry Financial Services
Experience
Rodan + Fields  May 2014 - Present
Merrill Lynch   August 1999 - October 2004

Skills
Direct Sales, Customer Relations, Finance, Time Management, Multi-Unit, Investments, Wealth Management..., Money Management, Marketing, Social Media, Social Networking, Financial Accounting, Financial Reporting, Organizational..., Fitness, Tennis, Financial Planning, Financial Services, Retirement Planning, Risk Management

Education
Illinois State University   1995 — 1999
Bachelor's Degree, Finance, General

Edward Alvarez Edward Alvarez Randolph, New Jersey Details
Edward Alvarez's Merrill Lynch Experience October 1984 - January 2002
Job AVP Change Control Release Deployment Management Snr. Tech. Analyst
Industry Financial Services
Experience
Citi  April 2005 - June 2014
Citi  August 2004 - April 2005
Merrill Lynch   October 1984 - January 2002

Skills
Change Control, Release Management, Process Automation, IBM Build Forge, Buld Forge RAFW, IT Infrastructure..., Database Administration, Microsoft SQL Server, MCSE 2000, Microsoft DNS, Active Directory..., Project Coordination, Red Hat Linux, MVS Unix, Telecommunications..., SLES, Management, Microsoft Certified..., System Deployment, Data Center

Education
Hudson County Community College
AAS- Associates Applied Science, Data Processing

The Career Center, New York, NY - Microsoft Certified
Microsoft Windows Certified, Windows MCSA, and MCSE, MCP ID# 2684539

Wesley Bullock Wesley Bullock Urbana-Champaign, Illinois Area Details
Wesley Bullock's Merrill Lynch Experience June 2006 - August 2006
Job Contracts Manager at Practice Fusion
Industry Law Practice
Experience
Practice Fusion  February 2014 - Present
Genentech  April 2013 - February 2014
Intuitive Surgical  April 2012 - October 2012
Northrop Grumman Corporation  July 2011 - April 2012
Oakland Raiders  June 2010 - July 2010
Black Entertainment Television  June 2009 - August 2009
Creative Artists Agency  June 2008 - July 2008
KPMG  June 2007 - August 2007
Merrill Lynch   June 2006 - August 2006
Merrill Lynch   June 2005 - August 2005

Skills
Government, Outlook, Process Improvement, Negotiation, Management, Leadership, Strategy, Procurement, Finance, CRM

Education
University of Illinois College of Law   2008 — 2011
J.D.

Howard University   2007 — 2008
M.B.A.

Howard University   2003 — 2007
B.B.A., Accounting

Daniel Greer Daniel Greer Plano, Texas Details
Daniel Greer's Merrill Lynch Experience December 2007 - Present
Job Financial Advisor, Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   December 2007 - Present

Skills
Retirement Planning, Investment Advisory, Asset Management, Public Speaking, Coaching, Leadership, Risk Management

Education
Illinois State University   2002 — 2006
Bachelor of Science (BS), History/Economics

Todd Baldi Todd Baldi Chicago, Illinois Details
Todd Baldi's Merrill Lynch Experience March 2010 - May 2011
Job Team Leader at Urban Partnership Bank
Industry Banking
Experience
Urban Partnership Bank  November 2011 - Present
Merrill Lynch   March 2010 - May 2011
Pacific Coast Bankers' Bank  October 2007 - February 2010
Bridger Commercial Funding  February 2006 - October 2007
Fidelity Investments  December 2004 - January 2006
Aon  January 2002 - November 2002
The Marmon Group  April 1999 - January 2002
American Express  June 1995 - April 1999

Skills
Board of Directors -..., Turnaround Management..., Portfolio Management, Loans, Credit, Finance, Due Diligence, Financial Modeling, Financial Analysis, Investments, Valuation, Financial Risk, Underwriting, Loan Origination, Cash Management, Structured Finance, Financial Services, Cash Flow

Education
Illinois Institute of Technology   2003 — 2004
Master of Business Administration (MBA), Business Administration and Management, General, 3.5

San Diego State University-California State University   1990 — 1995
Bachelor's degree, Accounting and Finance

Jason Hines Jason Hines Greater Chicago Area Details
Jason Hines's Merrill Lynch Experience January 2005 - March 2006
Job Senior Systems Engineer (PreSales) at EMC
Industry Financial Services
Experience
EMC  December 2014 - Present
The Sage Group  February 2010 - Present
Synchrony Financial  September 2014 - December 2014
Insurance Auto Auctions  February 2013 - September 2014
JP Morgan  August 2007 - February 2013
SunGard  March 2006 - August 2007
Merrill Lynch   January 2005 - March 2006
Lyons Township High School  May 2001 - January 2005
US Navy  August 1991 - August 2001

Skills
SDLC, Requirements Analysis, SQL, Disaster Recovery, Microsoft SQL Server, Agile Methodologies, Enterprise Architecture, Software Development, Vendor Management, Active Directory, VMware ESX, VMware Infrastructure, Integration, Business Analysis, Process Improvement, Virtualization, Software Project..., IIS, Windows Server, Security, Cloud Computing, IT Management, Solution Architecture, Project Management, Linux, System Administration, ITIL, Data Center, IT Strategy, Requirements Gathering, Databases, IT Service Management, IT Operations, Servers, Program Management, Visio, Unix, System Deployment, VMware, Operating Systems, SAN, Microsoft Exchange, Cluster, Firewalls, Consolidation, Systems Engineering, System Architecture, Strategic Planning, Networking, SharePoint

Education
Keller Graduate School of Management of DeVry University   2009 — 2012
Master of Business Administration (MBA), MBA concentration in Information Security, 4.0

New Hampshire College   1997 — 1999
Bachelor, Computer Information Systems

Illinois Institute of Technology   1993 — 1995

AMA

AMA

AMA

ITED

Brad Molineux Brad Molineux United States Details
Brad Molineux's Merrill Lynch Experience August 2011 - June 2014
Job Relationship Manager, PNC Private Client Group
Industry Financial Services
Experience
PNC  July 2014 - Present
Merrill Lynch   August 2011 - June 2014

Education
Wilfrid Laurier University
Bachelor of Arts (B.A.), Economics

Humber College
Business Diploma, Professional Golf Management

Bernie Haselhorst, CFP Bernie Haselhorst, CFP Greater St. Louis Area Details
Bernie Haselhorst, CFP's Merrill Lynch Experience June 2000 - January 2009
Job Vice President Wealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services, Inc.   January 2009 - Present
Merrill Lynch   June 2000 - January 2009

Education
Southern Illinois University, Edwardsville   1993 — 1995
Master of Business Administration (M.B.A.)

Illinois State University   1985 — 1989
Bachelor's degree, Finance

Chetan Sheth Chetan Sheth Bridgewater, New Jersey Details
Chetan Sheth's Merrill Lynch Experience April 1998 - April 2001
Job IM Manager at J&J
Industry Hospital & Health Care
Experience
Johnson & Johnson  April 2001 - Present
Merrill Lynch   April 1998 - April 2001
Telcordia Technologies  March 1995 - April 1998
Dendrite International Inc  March 1992 - April 1995

Skills
Process Improvement, Cross-functional Team..., SharePoint, IT Strategy, Vendor Management, Disaster Recovery, Project Management, Visio, Integration, SDLC, IT Management, ITIL, Business Analysis, Management, Project Portfolio..., PMP, ERP, Leadership

Education
Illinois Institute of Technology   1989 — 1992
M.S. in Computer Science

S.V.R. College of Eng. & Tech., India   1983 — 1987
B.S. in Electrical & Computer Engineering,

Greg Paffendorf Greg Paffendorf Greater San Diego Area Details
Greg Paffendorf's Merrill Lynch Experience 2004 - 2011
Job Financial Advisor Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   2011 - Present
Merrill Lynch   2004 - 2011
Merrill Lynch   2002 - 2004
Merrill Lynch   1999 - 2002
Merrill Lynch   1998 - 1999
Merrill Lynch   1989 - 1999

Education
Idaho State University
BS, Economics & Accounting

Jared Rubenstein Jared Rubenstein Washington, District Of Columbia Details
Jared Rubenstein's Merrill Lynch Experience June 2008 - June 2010
Job Associate at ACON Investments
Industry Venture Capital & Private Equity
Experience
ACON Investments  May 2011 - Present
IE Business School  November 2010 - December 2011
Permira  June 2011 - October 2011
Merrill Lynch   June 2008 - June 2010
Merrill Lynch   June 2007 - August 2007
Adara Venture Partners   November 2006 - December 2006

Skills
Private Equity, Financial Modeling, Strategy, Investment Banking, Mergers, Valuation

Education
IE (Instituto de Empresa)   2010 — 2011
MBA

New York University - Leonard N. Stern School of Business   2004 — 2008
B.S., Finance, Marketing

Jeremy Milo Jeremy Milo Washington D.C. Metro Area Details
Jeremy Milo's Merrill Lynch Experience September 2000 - December 2000
Job Principal at The Law Office of Jeremy J. Milo, PLLC
Industry Law Practice
Experience
Bloomberg BNA  January 2013 - Present
The Law Office of Jeremy J. Milo, PLLC   July 2011 - Present
Reaching 4 Autism Miracles, Inc.   January 2010 - Present
Robert Half Legal  January 2012 - January 2013
Pesner Kawamoto Conway, PLC   October 2007 - April 2011
EEOC  January 2005 - April 2005
EEOC  August 2004 - December 2004
Merrill Lynch   September 2000 - December 2000

Skills
Estate Planning, Finance, Wills, Trusts, Non-profits, Alternative Dispute..., Estate Tax Planning, Legal Research, Legal Writing, Corporate Law, Mediation, Real Estate, Legal Assistance, Contract Negotiation

Education
University of Miami School of Law   2006 — 2007
Masters of Law (LL.M.), Estate Planning

Howard University School of Law   2002 — 2005
Juris Doctor, Law

The College of William and Mary   1998 — 2002
Bachelor of Business Administraiton, Finance

Ibrahim Abe Hadad Ibrahim Abe Hadad Greater New York City Area Details
Ibrahim Abe Hadad's Merrill Lynch Experience March 2010 - April 2012
Job Lead Developer/Application Architect/Partner
Industry Financial Services
Experience
Coral Fire IT Consulting & Development   March 2012 - Present
Merrill Lynch   March 2010 - April 2012
Bank of America  June 2001 - May 2005
Bank of America  January 2000 - 2001
Unilever  1993 - 2000

Skills
Team..., Technical Project..., Web Development, FIX Protocol, Market Data, Knowledge of Low..., Exchange Connectivity, Financial Systems Tools..., PERL, BASH, JavaScript, HTML5, JSON, SQL database design, Linux development, Arduino, Industrial Controls, Erlang, C#, Coaching, Teaching, Team Building, Team Leadership, .NET, SharePoint, SQL, Perl, Project Management, Linux, Networking, Databases, Low Latency, Data Center, Electronic Trading, Trading Systems, Options, Business Analysis, Equities, Equity Trading

Education
Parent Leadership Training Institute   2007 — 2008

Illinois Institute of Technology   1987 — 1991
BS, Electrical Engineering

Parent Leadership Training Institute

Jessica Lacey Jessica Lacey Dothan, Alabama Area Details
Jessica Lacey's Merrill Lynch Experience May 2009 - December 2009
Job
Industry Financial Services
Experience
Merrill Lynch   May 2009 - December 2009
Bonefish Grill  October 2006 - October 2009
RKL Inc. DBA Miss Susie's On Main   June 2004 - March 2007
Hillcrest Elementary School  August 2004 - May 2005
Rawl's Warehouse   June 2003 - May 2004

Education
Huntingdon College   2005 — 2009
Bachelors of Science, Business Administration

Monica F. Davis Monica F. Davis New York, New York Details
Monica F. Davis's Merrill Lynch Experience June 2007 - October 2009
Job Principal at Kohlberg Kravis Roberts & Co.
Industry Venture Capital & Private Equity
Experience
Kohlberg Kravis Roberts & Co.   July 2014 - Present
Kohlberg Kravis Roberts & Co.   July 2011 - Present
Mercury Capital Advisors  October 2009 - June 2011
Merrill Lynch   June 2007 - October 2009

Skills
Fundraising, Financial Analysis, Due Diligence

Education
Howard University   2003 — 2007
BBA, Summa Cum Laude, Finance

Dewey Thomas Burch, CPA Dewey Thomas Burch, CPA Greater Denver Area Details
Dewey Thomas Burch, CPA's Merrill Lynch Experience June 1992 - December 1998
Job Business Development Executive with Expertise in B2B Marketing || CPA(inactive) ||
Industry Real Estate
Experience
Ferrari Financial Services   December 1998 - Present
Leaders in Business Development Marketing Executive in the Greater Denver Area   2013 - Present
Merrill Lynch   June 1992 - December 1998
Cushman & Wakefield  March 1984 - May 1992

Skills
Investments, Real Estate, Investors, Financial Analysis, Sales Management, Finance, Commercial Real Estate, Financial Services, Investment Properties, Sellers, Business Development, Business Strategy, B2B Marketing Strategy, Marketing Strategy, Contract Negotiation, Sales Presentations, Key Business Skills, Sales, Negotiation, New Business Development

Education
Illinois State University
Bachelor of Science (BS), Accounting and Finance

Luis Enriquez Luis Enriquez Washington D.C. Metro Area Details
Luis Enriquez's Merrill Lynch Experience August 2015 - Present
Job Wealth Management
Industry Management Consulting
Experience
Merrill Lynch   August 2015 - Present
Anderlen Partners   May 2013 - Present
Leave No Veteran Behind  January 2013 - Present
Hult International Business School  September 2012 - August 2013
Target  February 2012 - September 2012
Target  February 2012 - September 2012
Target  August 2010 - April 2012
Luther College  August 2007 - May 2010
Luther College  January 2007 - May 2010
National Sports Center  May 2009 - August 2009

Skills
Leadership Development, Talent Management, Delivering Results, Building Relationships, Conflict Management, Public Speaking, Change Management, Strategic Planning, Project Planning, Succession Planning, Logistics Management, Presenter, Program Management, Marketing Strategy, Team Leadership, Marketing, Sales, Business Development, Business Planning, Management, Customer Service, Event Management

Education
Hult International Business School   2012 — 2013
Master in International Business, Business Administration, Management and Operations

Luther College   2006 — 2010
BA, Communication Studies and Business Management

United World College of the Atlantic   2004 — 2006
IB, Design and Technology, Peace and Conflict Studies

San Francisco Javier High School   1998 — 2004

John Euler John Euler Greater Chicago Area Details
John Euler's Merrill Lynch Experience February 2007 - Present
Job Vice President Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch   February 2007 - Present
Smith Barney  June 1997 - February 2007
Smith Barney  June 1997 - February 2007
Rolfe and Nolan / Brokerage Systems   January 1980 - May 1994
Rolfe & Nolan  1992 - 1994
Baxter Healthcare  October 1974 - December 1979
International Minerals & Chemical   February 1972 - September 1974
IBM  January 1969 - February 1972

Skills
Asset Allocation, Alternative Investments, Wealth Management, Retirement, Retirement Planning, Hedge Funds, Securities, Fixed Annuities, Fixed Income, Investments, Series 7, Equities

Education
Northwestern University - Kellogg School of Management   1969 — 1972
MBA, Finance

Illinois Institute of Technology   1967 — 1969
BSES, Engineering Science

United States Air Force Academy   1964 — 1967
Engineering Science

Chris Larrow Chris Larrow San Francisco Bay Area Details
Chris Larrow's Merrill Lynch Experience July 2000 - May 2006
Job
Industry Hospital & Health Care
Experience
St. Helena Hospital  January 2008 - Present
Merrill Lynch   July 2000 - May 2006

Education
Samuel Merritt University   2006 — 2007
BSN

University of Phoenix   1997 — 1999

Humboldt State University   1979 — 1982

Russell Dolce Russell Dolce Dallas/Fort Worth Area Details
Russell Dolce's Merrill Lynch Experience February 1990 - March 1997
Job
Industry Investment Management
Experience
Burnett Commodities, Inc.   March 2011 - Present
Lifetime Financial Partners  October 2006 - October 2007
Heartland Home Finance  July 2002 - October 2006
Prudential Securities, Inc.   April 2000 - April 2002
ABN AMRO  June 1997 - April 2000
Merrill Lynch   February 1990 - March 1997
Shearson  1980 - 1989

Skills
Trading, Options, Commodities, Hedging, Electronic Trading, Proprietary Trading, Commodity, Derivatives, Risk Management, Loans, Credit, Series 7, Mortgage Lending, Leadership, Banking, Financial Markets, FX Options, Equities, Financial Risk, Finance, Strategy, Mutual Funds, Equity Trading, Portfolio Management, Hedge Funds, Series 63, Alternative Investments, Structured Finance

Education
Keller Graduate School of Management of DeVry University   1994 — 1997
MBA

Illinois College   1967 — 1972
BA

Brendhan Quinn Brendhan Quinn Portland, Oregon Area Details
Brendhan Quinn's Merrill Lynch Experience June 2006 - May 2008
Job Owner at Village Toys LLC
Industry Retail
Experience
Village Toys LLC   February 2013 - Present
QBF   June 2008 - Present
Finnegan's Toys and Gifts / Finnegan's Village Toys   2010 - January 2013
Resnick and Associates   July 2008 - May 2009
Merrill Lynch   June 2006 - May 2008
Smith Barney Homeloan Program (Citimortgage)   December 2004 - February 2006
Smith Barney  April 2001 - December 2004
Humboldt State University Athletic Department   August 1998 - December 2000
Solo Sports   June 1992 - August 1997

Skills
Financial Planning, Asset Management, Insurance, Cash Management, Credit, Management Consulting, Consultative Selling, Business Management, Customer Service, Team Building, Contact Management, Investments, Series 7, Annuities, Mutual Funds, Portfolio Management, Wealth Management, Risk Management, Small Business, Securities, Business Strategy, Strategic Financial..., New Business Development, Asset Managment, Leadership, Management, Loans, Selling, Finance, Mortgage Lending, Coaching, Sales

Education
Humboldt State University
a Bachelor of Arts, Journalism

Dana Hills High School   1984 — 1988

Adam Kahan Adam Kahan Los Angeles, California Details
Adam Kahan's Merrill Lynch Experience May 2007 - August 2007
Job Real Estate Development at California Landmark
Industry Real Estate
Experience
California Landmark Group   September 2012 - Present
Yodle  2010 - 2011
Keystone Strategic Partners   August 2009 - October 2009
RPA  June 2009 - August 2009
George Smith Partners  June 2008 - August 2008
Merrill Lynch   May 2007 - August 2007
A2 Venture Partners LLC   May 2007 - August 2007
RPA  June 2005 - August 2005

Skills
Management, Valuation, Strategic Partnerships, Financial Modeling, Financial Analysis, Real Estate Development

Education
Washington University in St. Louis   2005 — 2009
BSBA, Finance, Entrepreneurship

The Interdisciplinary Center   2008 — 2008

Marilyn Hoosen Marilyn Hoosen Alexandria, Virginia Details
Marilyn Hoosen's Merrill Lynch Experience May 2014 - Present
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch   May 2014 - Present
Morgan Stanley Wealth Management  April 2011 - April 2014
BB & T Private Financial Advisor   November 2005 - April 2011

Skills
Portfolio Management, Investments, Strategic Financial..., Retirement Planning, Wealth Management, Small Business Lending, Valuation, Wealth, Wealth Management..., Equities, Small Business, Business Planning, Commercial Lending, Financial Analysis, Strategic Planning, Investment Advisory, Securities, Credit, Mutual Funds, Financial Modeling, Banking, Corporate Finance, Uniform Combined State..., Capital Markets, Asset Management, Asset Allocation, Alternative Investments, Commercial Banking, Insurance, Mergers & Acquisitions, Investment Strategies, Private Equity, Risk Management, Retirement, Investment Banking, Series 7, Series 63, Due Diligence, Financial Services, 401k Rollovers, Bonds, Consumer Lending, Cross Selling, Emerging Markets, Finance, Financial Advisory, Financial Planning, Loans, Mortgage Lending, Retail Banking

Education
Howard University   1992 — 2004

Roopak Desai Roopak Desai Greater New York City Area Details
Roopak Desai's Merrill Lynch Experience November 2000 - April 2002
Job VP, Technical Manager @ Global Wealth Management Retirement Services Technology at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  June 2007 - Present
Automatic Data Processing  January 2004 - June 2007
Associated Press/ENPS  July 2002 - January 2004
Merrill Lynch   November 2000 - April 2002

Skills
SOA, XML, Project Management, Program Management, Application Architecture, ITIL, Client Co-ordination, WCF, MVVM, .NET, C#, Business Process, Management, Human Performance, Databases, Web Services, Business Analysis, SDLC

Education
New Jersey Institute of Technology   2001 — 2006
MBA, Management of Technology

Illinois Institute of Technology   1997 — 1999
MS, Chemical Engineering

Indian Institute of Technology, Mumbai   1995 — 1997
Master's degree (M.Tech), Chemical Engineering

David Eidell David Eidell Greater Chicago Area Details
David Eidell's Merrill Lynch Experience July 2008 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   July 2008 - Present
Morgan Stanley  January 2002 - June 2008

Skills
Asset Allocation, Investments, Options, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Series 7, Asset Management, Uniform Combined State...

Education
Illinois Institute of Technology   1999 — 2001
MBA, Econometrics

Wittenberg University   1989 — 1993
Bachelors, English, Economics

Lee-Anne Peters Lee-Anne Peters Greater New York City Area Details
Lee-Anne Peters's Merrill Lynch Experience December 2011 - Present
Job Vice President Client Experience Analytics
Industry Financial Services
Experience
Merrill Lynch   December 2011 - Present

Skills
Microsoft SQL Server, Business Analysis, Business Intelligence, Analytics, Project Management, Microsoft Word, Microsoft Excel, PowerPoint, Executive Reporting, Financial Services, Analysis, Data Analysis, Microsoft Office, Research

Education
Howard University   2004 — 2008
Bachelor of Business Administration (BBA), International Business

Smart, Michael Smart, Michael Greater New York City Area Details
Smart, Michael's Merrill Lynch Experience 1992 - 2001
Job Managing Partner at Cordova, Smart & Williams, LLC
Industry Venture Capital & Private Equity
Experience
CSW Private Equity, LLC   January 2003 - Present
CSW Private Equity, LLC.   2003 - Present
First Atlantic Capital   April 2001 - April 2004
Merrill Lynch   1992 - 2001

Skills
Private Equity, Venture Capital, Corporate Development, Private Placements, Mergers, Valuation, Investment Banking, Due Diligence, Growth Capital, LBO, Alternative Investments, Capital Raising, Corporate Finance, Recapitalizations, Business Valuation, Investments, Financial Structuring, Hedge Funds, Deal Sourcing, IPO, Restructuring

Education
University of Pennsylvania - The Wharton School   1986 — 1988
MBA, Finance and Accounting

Howard University

Dwayne Chase Dwayne Chase Washington D.C. Metro Area Details
Dwayne Chase's Merrill Lynch Experience July 2008 - July 2010
Job J.D. Candidate at Howard University School of Law
Industry Law Practice
Experience
Howard University School of Law  August 2010 - February 2013
US Securities and Exchange Commission  September 2012 - December 2012
New York State Attorney General  June 2011 - July 2011
Merrill Lynch   July 2008 - July 2010
St. John's University   2004 - 2008

Skills
Capital Markets, Process Improvement, Banking, Finance, PowerPoint

Education
Howard University School of Law   2010 — 2013
J.D., Law

Saint John's University - Peter J. Tobin College of Business   2004 — 2008
Bachelor of Science, Finance

Brendan McKenna Brendan McKenna Greater Chicago Area Details
Brendan McKenna's Merrill Lynch Experience August 2010 - Present
Job at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   August 2010 - Present
Northwestern Mutual Financial Network  May 2007 - April 2009
Hoopis Financial Group - Northwestern Mutual Financial Network   May 2007 - April 2009

Skills
Series 6, Series 7, Series 63, Mutual Funds, Investments, Securities, Licensed Life Insurance..., Insurance, Life Insurance, Sales, Long-term Care, Disability Insurance, Fixed Annuities, Series 65

Education
Illinois State University   2003 — 2007
Finance

Aaron M. Schmidt Aaron M. Schmidt Austin, Texas Details
Aaron M. Schmidt's Merrill Lynch Experience June 2001 - August 2001
Job Vice President, Senior Client Manager at Bank of America
Industry Financial Services
Experience
Bank of America  April 2012 - Present
Bank of America  June 2008 - May 2012
BP  April 2007 - June 2008
JPMorgan Chase  February 2005 - April 2007
JPMorgan Chase  May 2003 - February 2005
JPMorgan Chase  July 2002 - May 2003
Merrill Lynch   June 2001 - August 2001

Skills
Credit, Banking, Financial Modeling, Credit Risk, Financial Analysis, Commercial Lending, Credit Analysis, Agribusiness, Export Finance, Financial Services, Relationship Management, Export-Import Bank, Trade Finance, Commercial Banking, Export, Underwriting, Grain, Manufacturing, Distribution, Finance, Loans

Education
Northwestern University   2011 — 2013
Certified Financial Planner (CFP) Certificate Program, Certified Financial Planning

Illinois State University   1998 — 2002
Bachelor's degree, Finance

Normal Community High School

Daniel Ornelas Daniel Ornelas Greater Chicago Area Details
Daniel Ornelas's Merrill Lynch Experience April 2006 - September 2008
Job Technical Support Specialist at Levenfeld Pearlstein
Industry Information Technology and Services
Experience
Levenfeld Pearlstein  September 2010 - Present
Geek Squad  September 2009 - November 2010
Merrill Lynch   April 2006 - September 2008
GameStop  September 2004 - April 2006

Skills
Active Directory, Troubleshooting, Remote Desktop, Microsoft Office, Help Desk Support, XP, Technical Support, Windows, Printers, Outlook, Workstations, Microsoft Exchange, Citrix, SCCM, SharePoint, Backup Exec, Hardware Support, System Administration, Software Installation, Infrastructure, Software Documentation, Antivirus

Education
Illinois Institute of Art   2001 — 2005
Bachelors, 3-D Artist / Animator

DeVry University   2001 — 2002
No Degree Earned, Information Technology

Nick Petrovski Nick Petrovski Greater Chicago Area Details
Nick Petrovski's Merrill Lynch Experience June 2007 - August 2007
Job Associate General Counsel at Illinois Department of Financial and Professional Regulation
Industry Law Practice
Experience
Illinois Department of Financial and Professional Regulation  February 2014 - Present
Illinois Department of Financial and Professional Regulation  May 2012 - January 2014
Columbia College Chicago  May 2011 - August 2011
Integrity Payment Systems  August 2009 - July 2010
Harrison Street Real Estate   May 2008 - August 2008
Government Accountability Office  January 2008 - April 2008
Merrill Lynch   June 2007 - August 2007

Skills
Microsoft Office

Education
Illinois Institute of Technology   2010 — 2013
JD, Law

Indiana University Bloomington   2005 — 2009
BS, Management

Umbra University - Perugia   2007 — 2007
Italian Studies

Colin Hurd Colin Hurd Birmingham, Alabama Area Details
Colin Hurd's Merrill Lynch Experience April 2007 - October 2008
Job Sr. Cerner Systems Administrator at Community Health Systems
Industry Information Technology and Services
Experience
Community Health Systems  June 2014 - Present
Eastern Maine Healthcare Systems  September 2012 - June 2014
Eastern Maine Healthcare Systems  October 2011 - October 2012
Eastern Maine Healthcare Systems  October 2010 - October 2011
Webster Bank  April 2010 - November 2010
Almost Family Health Care   October 2008 - December 2009
Standard Metals, Inc.   April 2009 - September 2009
Merrill Lynch   April 2007 - October 2008
Gate Petroleum  November 2006 - April 2007
Webster Bank  September 2002 - July 2006

Skills
Active Directory, XP, Windows 7, Citrix, SharePoint, VMware, TCP/IP, Microsoft Exchange, Technical Support, Troubleshooting, Servers, DNS, Disaster Recovery, Security, ITIL, Operating Systems, Help Desk Support, Windows Server, Information Technology, Data Center, BMC Remedy, Networking, System Administration, IT Management, Windows, Hardware, Visio, Software Documentation, Cerner, Computer Hardware, Network Security, Access, Healthcare Information..., Training, CPOE, EMR, Group Policy, HIPAA, EHR, HL7, Windows XP, Program Management, Leadership, Informatics, Integration, Process Improvement, Information Systems, Ambulatory, Vendor Management, Management

Education
Husson University   1992 — 1996
BS, Business Marketing

Brewer High   1988 — 1992

Bruce Bunner Bruce Bunner Greater New York City Area Details
Bruce Bunner's Merrill Lynch Experience 1999 - 2005
Job Managing Director at Quadrant Management Inc.
Industry Venture Capital & Private Equity
Experience
Quadrant Management  August 2005 - Present
Merrill Lynch   1999 - 2005

Education
IESE Business School   1999 — 1999
Finance

The University of Chicago Booth School of Business   1997 — 1999
MBA

University of Virginia
BA, Mathematics

April DePaola April DePaola Mobile, Alabama Area Details
April DePaola's Merrill Lynch Experience November 2012 - January 2013
Job Vice President, Wealth Management Private Banker
Industry Investment Management
Experience
BBVA Compass  August 2015 - Present
Regions Investment Solutions   January 2013 - July 2015
Merrill Lynch   November 2012 - January 2013
Hancock Bank - Hancock Investment Services   January 2009 - August 2012
Clear Channel Radio  August 2005 - January 2009

Skills
Investments, Retirement Planning, Series 7, Wealth Management, Insurance, Securities, 401k, Asset Managment, Relationship Management, Financial Services, Advertising, Online Advertising, Radio, Direct Sales, Outside Sales

Education
Huntingdon College   2000 — 2004
ba, Business admin - marketing

James Coker, CFP ® James Coker, CFP ® Clifton Park, New York Details
James Coker, CFP ®'s Merrill Lynch Experience June 2012 - Present
Job Financial Advisor, SiRiCaMac Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   June 2012 - Present
SUNY Adirondack  August 2009 - May 2012
Trustco Bank  February 2009 - May 2012
GAR Associates  May 2006 - May 2008

Education
The College of St. Rose   2011 — 2013
MBA, Finance

Purchase College, SUNY   2003 — 2005
AD (Post-Grad), Music

Purchase College, SUNY   2001 — 2003
MM, Music

The College of Saint Rose   1996 — 2000
BA, Business/Music Industry

Hudson Valley Community College   1994 — 1996
AAS, Lib Arts

BCHS

Christian Brothers Academy

Kristy Webster Kristy Webster Greater Chicago Area Details
Kristy Webster's Merrill Lynch Experience February 2002 - January 2009
Job IT Risk Manager at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group  September 2014 - Present
Mayer Brown LLP  September 2011 - September 2014
SunGard Financial Systems  March 2009 - July 2011
Merrill Lynch   February 2002 - January 2009
Merrill Lynch   November 1999 - February 2002
LEXIS Document Services  April 1998 - November 1999
Ceridian Employer Services  September 1995 - April 1998

Skills
Disaster Recovery, Business Continuity, Risk Management, Vendor Management, Data Center, Process Improvement, Program Management, Incident Management, Banking, IT Strategy, ITIL, Business Analysis, Information Technology, Business Continuity..., Project Management

Education
Illinois State University   1994 — 1995
Masters, History

University of Illinois at Urbana-Champaign   1990 — 1994
Bachelors, History

Mike Searl Mike Searl Toronto, Canada Area Details
Mike Searl's Merrill Lynch Experience November 1998 - February 2001
Job Sr Technical Consultant at CGI
Industry Information Technology and Services
Experience
CGI  October 2002 - Present
Purolator Courier  February 2001 - November 2002
Purolator  2001 - 2002
Merrill Lynch   November 1998 - February 2001
Toronto District School Board  April 1985 - November 1998
Toronto District School Board  1985 - 1998

Skills
Enterprise Architecture, ITIL, Solution Architecture, IT Strategy, Virtualization, IT Service Management, Security, Cloud Computing, Data Center, Integration, SharePoint, Business Analysis, System Administration, Disaster Recovery, Requirements Analysis, Microsoft Exchange, Outsourcing, SDLC, IT Management, VMware, System Deployment, IT Operations, Infrastructure, Business Intelligence, Technical Support, Windows Server, Service Delivery, Citrix, VMware ESX, Microsoft Technologies, Architectures, High Availability, Architecture

Education
Humber College   1984 — 1985
Computer Programming

Loyalist College   1980 — 1982
Chemical Engineering Technology

Nicholas Courtemanche Nicholas Courtemanche Schenectady, New York Details
Nicholas Courtemanche's Merrill Lynch Experience January 2008 - May 2008
Job NYS Certified Health, PE and Business (Marketing) Teacher (Pre K12)
Industry Primary/Secondary Education
Experience
Westmoreland CSD   August 2014 - Present
Abram Lansing Elementary School   April 2014 - June 2014
Capital Region BOCES  February 2014 - April 2014
Niskayuna Central School District  November 2013 - January 2014
GE Energy  January 2011 - August 2011
GE Energy  May 2010 - December 2010
GE  March 2009 - September 2009
Boston Celtics  September 2008 - January 2009
Merrill Lynch   January 2008 - May 2008
College of Saint Rose  January 2006 - January 2008

Education
State University of New York College at Cortland   2011 — 2013
M.S.T, Health Education

State University of New York College at Cortland   2006 — 2008
BS, Sport Management

Hudson Valley Community College   2004 — 2005
Business Administration

Schenectady high School   2000 — 2004

Rose Rakovalis Rose Rakovalis Toronto, Canada Area Details
Rose Rakovalis's Merrill Lynch Experience 1996 - 2000
Job Director, Human Resources at Siemens Canada Limited
Industry Electrical/Electronic Manufacturing
Experience
Siemens Canada Limited  2003 - Present
GE Capital IT Solutions  2000 - 2003
Merrill Lynch   1996 - 2000
Oracle  1995 - 1996
Household Finance  1993 - 1996

Skills
Performance Management, Talent Management, Succession Planning, Personnel Management

Education
Humber College
CHRM, Human Resources Management

York University
B.A., Communications & Sociology

Arthur Roth Arthur Roth Greater Chicago Area Details
Arthur Roth's Merrill Lynch Experience September 1993 - October 2000
Job Accomplished professional with over 10 years in the derivative markets, clearing process and relationship management.
Industry Financial Services
Experience
Batteries Plus Bulbs  September 2013 - Present
Work Source Oregon   September 2012 - December 2012
Easter Seals, Inc.   April 2012 - September 2012
Western & Southern Financial Group  August 2006 - January 2008
Peregrine Financial Group  November 2003 - March 2004
Barclays Capital Markets   August 2001 - May 2003
Merrill Lynch   September 1993 - October 2000
Merrill Lynch   August 1988 - September 1993

Skills
Financial Markets, Trading, Derivatives, Risk Management, Fixed Income, Options, Bloomberg, Hedge Funds, Financial Services, Securities, Finance, Series 7, Technical Analysis, Investments, Commodity, Financial Risk, Asset Management, Portfolio Management, Banking, Relationship Management, Brokerage, FINRA, Capital Markets, Wealth Management, PowerPoint, Leadership, Hedging, Mutual Funds, Emerging Markets, Insurance, Business Development, Economics, Trading Systems, Equity Trading, Financial Analysis, Bonds, Electronic Trading, Employee Training, Interviews, Employee Benefits, Human Resources, Strategic Financial..., Asset Allocation, Investment Advisory, Commodities, Compliance, Risk, Senior Relationship..., Series 3, Back Office

Education
Illinois Institute of Technology   1998 — 2000
Continuing studies on financial markets

The University of New Mexico   1974 — 1979
Bachelor of Arts, Economics

Nadia Suter Nadia Suter Greater New York City Area Details
Nadia Suter's Merrill Lynch Experience April 2006 - May 2008
Job Associate at Goldman Sachs
Industry Law Practice
Experience
Goldman Sachs  October 2014 - Present
Financial Industry Regulatory Authority (FINRA)   May 2011 - October 2014
FINRA Sponsored Investor Education & Justice Clinic   January 2011 - May 2011
U.S. Securities and Exchange Commission   September 2010 - December 2010
Federal Energy Regulatory Commission  May 2010 - July 2010
Merrill Lynch   April 2006 - May 2008
D'Amato & Lynch   May 2004 - April 2006
Charles Juntikka & Associates   May 2003 - July 2003
Law Offices of Richard J. Katz   August 2002 - April 2003
Davis Wright Tremaine LLP  December 1999 - April 2002

Skills
Compliance, Securities Regulation, Financial Regulation

Education
Howard University School of Law   2008 — 2011
J.D.

New York University   2000 — 2004
B.A., Politics and Journalism

Stuyvesant High School   1996 — 2000

Ericka O'Cain Ericka O'Cain Seattle, Washington Details
Ericka O'Cain's Merrill Lynch Experience December 2001 - January 2004
Job Head Geek at iGeek Training
Industry Professional Training & Coaching
Experience
iGeek Training   February 2012 - Present
With INtuition   January 2011 - April 2013
Context International  July 2011 - January 2012
Apple  April 2009 - March 2011
Apple Inc.  October 2007 - April 2009
Apple Inc.  July 2005 - October 2007
Montessori Tides   January 2004 - November 2004
Merrill Lynch   December 2001 - January 2004
Randstad  November 2001 - December 2001

Skills
Mac, Coaching, Mac OS X, Customer Service, Troubleshooting, Teaching, Customer Satisfaction, Public Speaking, Customer Relations, Networking, Personal Development, OS X, Team Building, Microsoft Word, Strategic Planning, Training, Leadership, Social Networking, Small Business, Sales, Management, iPhone, iPad, Facebook, iLife

Education
Bennett Stellar University   2010 — 2010
Life coach, NLP, Hypnosis, Reiki

Huntingdon College   1992 — 1995
BA, Computer Science

Ren Resendes Ren Resendes Toronto, Canada Area Details
Ren Resendes's Merrill Lynch Experience July 1999 - October 2001
Job Executive Director Fixed Income & Currencies at CIBC World Markets
Industry Capital Markets
Experience
CIBC World Markets  November 2001 - Present
Merrill Lynch   July 1999 - October 2001
Midland Walwyn Capital   March 1993 - July 1999
Gordon Capital Corp.   August 1989 - February 1993

Education
Humber College   1983 — 1987
Business Administration

Patricia Brass Patricia Brass Greater Chicago Area Details
Patricia Brass's Merrill Lynch Experience Administrative AssistantSouth Shore Savings BankMay 1998 - March 2004
Job Executive Assistant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   Administrative AssistantSouth Shore Savings BankMay 1998 - March 2004

Education
Illinois State University   1977 — 1981
Bachelors, Merchandising & Marketing

Mark Whitaker, CFA Mark Whitaker, CFA Greater Chicago Area Details
Mark Whitaker, CFA's Merrill Lynch Experience December 2004 - January 2007
Job Credit Research Analyst at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management  June 2012 - Present
Northern Trust  March 2011 - June 2012
Northern Trust  July 2008 - May 2011
Educational Investment Fund  January 2007 - May 2007
Merrill Lynch   December 2004 - January 2007

Skills
Bloomberg, Investments, Financial Markets, Fixed Income, Financial Analysis, Risk Management, Valuation, Financial Modeling, Strategic Financial..., Financial Statement..., Asset Managment, Corporate Finance, Derivatives, Investment Management, ETFs, Bonds, Bloomberg Terminal, Quantitative Analytics, Trading Systems, Accounting

Education
Illinois State University   2004 — 2008
BS, Finance, Business Education

Todd Silaika Todd Silaika Albany, New York Area Details
Todd Silaika's Merrill Lynch Experience 2006 - Present
Job CFP®, Managing Director Investments, Wealth Management Advisor, Portfolio Manager PIA Program
Industry Financial Services
Experience
Merrill Lynch   2006 - Present
The Ayco Company, L.P., a Goldman Sachs Company   January 1996 - July 2006

Skills
Investments, Portfolio Management, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Mutual Funds, Series 63, Alternative Investments, Strategic Financial..., Asset Management

Education
State University of New York at Albany   1990 — 1992
Bachelor's Degree, Finance, General

Hudson Valley Community College   1988 — 1990
Associate of Science (A.S.), International Business

Niskayuna High School   1984 — 1988

Percy McGee Jr. Percy McGee Jr. San Francisco Bay Area Details
Percy McGee Jr.'s Merrill Lynch Experience October 2000 - Present
Job VP Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2000 - Present

Skills
Financial Modeling, Financial Analysis, Customer Service, Public Speaking, Leadership

Education
Humboldt State University   1992 — 1997
Bachelor's degree, Business Administration and Management, General

Kristopher Lunn Kristopher Lunn Denver, Colorado Details
Kristopher Lunn's Merrill Lynch Experience February 2000 - February 2004
Job Director of Special Initiatives at Ware Family Office
Industry Philanthropy
Experience
Ware Family Office   April 2013 - Present
KL Construction   May 2005 - April 2013
Colorado State Bank and Trust  October 2009 - October 2010
Wells Fargo  June 2004 - October 2009
Merrill Lynch   February 2000 - February 2004

Skills
Series 7, Series 24, Series 63, Series 65, Investments, Insurance, Strategic Financial..., Private Banking, Retail Banking, Finance, Wealth Management, Portfolio Management, Financial Services, Mutual Funds, Financial Planning

Education
Idaho State University
Bachelor of Business Administration (BBA), Finance, General

University of Colorado at Boulder

Blair Fuchs, AIF® Blair Fuchs, AIF® Greater Chicago Area Details
Blair Fuchs, AIF®'s Merrill Lynch Experience September 2000 - July 2009
Job Everest Wealth Management
Industry Financial Services
Experience
Everest Wealth Management   August 2009 - Present
Merrill Lynch   September 2000 - July 2009
JP Morgan  May 1989 - September 2000
First Chicago  1989 - 2000

Education
Illinois State University   1988 — 1990
B.S., Finance

Patricia Elzey Patricia Elzey Spokane, Washington Area Details
Patricia Elzey's Merrill Lynch Experience February 1999 - March 2009
Job President, Elzey Financial Group an Independent Firm
Industry Financial Services
Experience
Elzey Financial Group "an Independent Firm"   March 2009 - Present
Raymond James Financial Services Inc, Member FINRA/SIPC   March 2009 - Present
Merrill Lynch   February 1999 - March 2009
YWCA of Spokane  2002 - 2009

Education
Humboldt State University   1991 — 1995
BA, Business

Sep Khameneh Sep Khameneh Greater Atlanta Area Details
Sep Khameneh's Merrill Lynch Experience 2005 - 2007
Job Technical Consultant at The Hartford
Industry Financial Services
Experience
Hartford Financial Services  December 2001 - Present
Merrill Lynch   2005 - 2007
AMVESCAP  2001 - 2005
Qwest Communications  September 1999 - February 2001
QWIZ Inc.  December 1997 - April 1999
Sprint Telecommunications  1996 - 1997
Sales Technologies  1990 - 1995

Skills
Software Development, Project Management

Education
Huntingdon College
BA, Mathematics

Marcus Ware Marcus Ware Washington D.C. Metro Area Details
Marcus Ware's Merrill Lynch Experience May 2006 - August 2006
Job Campus Engagement Manager at Gates Millennium Scholars Program
Industry Higher Education
Experience
Gates Millennium Scholars Program  December 2013 - Present
Howard University  June 2012 - December 2013
Howard University  August 2011 - May 2012
Department of Employment Services - D.C. Government   May 2010 - August 2010
Merrill Lynch   May 2006 - August 2006

Skills
Community Outreach, Public Speaking, Non-profits, Research, Fundraising, Higher Education..., Mentoring, Leadership Development, Program Development, Data Analysis, Nonprofits, Microsoft Word, Student Affairs, Social Media, Event Planning, Grant Writing, Event Management, Leadership, Social Networking, Organizational..., Editing, Public Policy, Volunteer Management, Program Evaluation, Public Relations, Stakeholder Engagement

Education
Howard University School of Law   2009 — 2012
JD, Law

Howard University   2004 — 2009
B.A., Political Science /Business

Sarah Keller, CPA, MBA Sarah Keller, CPA, MBA Peoria, Illinois Area Details
Sarah Keller, CPA, MBA's Merrill Lynch Experience December 2006 - January 2007
Job CPA at Caterpillar Inc.
Industry Machinery
Experience
Caterpillar Inc.  June 2014 - Present
Caterpillar Inc.  November 2011 - June 2014
Caterpillar Inc.  January 2010 - November 2011
Caterpillar, Inc  June 2008 - January 2010
Caterpillar Inc.  May 2007 - June 2008
Merrill Lynch   December 2006 - January 2007

Skills
Accounting, General Ledger, Account Reconciliation, Accounts Receivable, Access, Microsoft Excel, Invoicing, Journal Entries, Analysis, Leadership, Management, Microsoft Office, Business Analysis, Finance, Financial Reporting

Education
University of Illinois Springfield   2008 — 2010
MBA, Business Administration

Illinois College   2004 — 2007
Bachelor of Science, Accounting, Finance, Business Management, 4.0/4.0

Metamora Township High School   2000 — 2004

Jason Elcan Jason Elcan Knoxville, Tennessee Area Details
Jason Elcan's Merrill Lynch Experience May 2011 - August 2011
Job CoOwner at Fort Sanders Yacht Club
Industry Food & Beverages
Experience
Fort Sanders Yacht Club   2013 - Present
Capital Financial Group, LLC  March 2012 - October 2013
Self Employed  May 2003 - December 2011
Merrill Lynch   May 2011 - August 2011
Tom Jones Drug   August 1998 - May 2003

Skills
Finance, Strategic Financial..., Marketing, Disability Insurance, Life Insurance, Team Building, Strategic Planning, Retirement Planning, Customer Service, Securities, Leadership, Retirement

Education
Lynchburg College   2010 — 2011
Bachelor of Arts (B.A.), Economics

Humboldt State University   2006 — 2007
B.S., Economics

Lynchburg College   1999 — 2002
B.S., Biology

Jun Mao Jun Mao San Francisco Bay Area Details
Jun Mao's Merrill Lynch Experience April 2012 - August 2012
Job Analyst at China Asset Management Company
Industry Investment Management
Experience
China Asset Management Company  September 2013 - Present
Hult International Business School  September 2011 - August 2012
Finance & Accounting   September 2012 - June 2013
Merrill Lynch   April 2012 - August 2012
2009-2011  September 2009 - May 2011

Skills
Data Analysis, Microsoft Excel, SQL, Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Stock Market Analysis, Statistical Modeling, Quantitative Finance, MS VC++, Valuation, Portfolio Management, Investments, Bloomberg, Derivatives, Finance, Emerging Markets, Market Research, Competitive Analysis, Economics, Quantitative Analytics, Management Consulting

Education
Hult International Business School   2011 — 2012
Master, International Finance

Wuhan University   2007 — 2011
Bachelor, Economics & Engineering

Abelardo Riera Abelardo Riera Greater New York City Area Details
Abelardo Riera's Merrill Lynch Experience
Job MD at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  

Skills
Alternative Investments, Asset Allocation, Asset Managment, Bloomberg, Bonds, Banking, Business Strategy, Capital Markets, Corporate Finance, Derivatives, Emerging Markets, Equities, Financial Analysis, Financial Markets, Financial Modeling, Financial Structuring, Hedge Funds, Fixed Income, Investment Advisory, Investment Strategies, Investments, Investment Banking, Management, Mutual Funds, Portfolio Management, Private Banking, Risk Management, Securities, Series 7, Strategic Financial..., Strategic Planning, Structured Finance, Structured Products, Trading, Valuation, Wealth Management...

Education
Hult International Business School   2001 — 2002
Msm, Finance

Rioclaro

Universidad Católica Andrés Bello
Ingeniero, Industrial

Roberto F. Garcia Valles Roberto F. Garcia Valles Miami, Florida Details
Roberto F. Garcia Valles's Merrill Lynch Experience August 1988 - 2012
Job SeniorVicepresident Investments at Mora Wealth Management
Industry Financial Services
Experience
Mora Wealth   January 2013 - Present
Merrill Lynch   August 1988 - 2012

Education
Instituto de Empresa   1980 — 1981
Master Gerencia Empresas

Universidad Complutense de Madrid   1973 — 1978
Business Administration

Connie Balliet Connie Balliet Savannah, Georgia Details
Connie Balliet's Merrill Lynch Experience March 2007 - Present
Job Global Financial Crimes Compliance Senior Manager at Bank of America
Industry Financial Services
Experience
Merrill Lynch   March 2007 - Present
Merrill Lynch   2007 - 2008
Bank of America  2005 - 2007
Bank of America  2001 - 2005

Skills
Due Diligence, Policy, Banking, Risk Management, Capital Markets, Financial Risk, Securities, AML, Investments, Financial Services

Education
Husson University
Associate's degree studies, Business Administration and Management

Kara Woods Kara Woods Princeton, New Jersey Details
Kara Woods's Merrill Lynch Experience February 1999 - January 2001
Job Financial Services Professional
Industry Financial Services
Experience
SunGard Financial Systems  January 2013 - Present
State Street  January 2001 - August 2011
Merrill Lynch   February 1999 - January 2001

Skills
Bloomberg, Fixed Income, Equities, Fund Accounting, Swaps, Excel, Derivatives, Options, Accounting, Microsoft Office, Mutual Funds, Hedge Funds, Financial Services, Securities, Fund Administration

Education
Rider University   1996 — 1998
BS, Accounting

Howard University   1992 — 1994
Accounting

Sonia Balfour-Fears Sonia Balfour-Fears Greater Atlanta Area Details
Sonia Balfour-Fears's Merrill Lynch Experience October 2010 - Present
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch   October 2010 - Present
Bank of America Home Loans  October 2006 - October 2010
Wells Fargo Bank  March 2003 - October 2006

Education
Howard University

University of Maryland College Park
BS, Biochemistry

Lisa Keshen Lisa Keshen Toronto, Canada Area Details
Lisa Keshen's Merrill Lynch Experience 1999 - 2003
Job Business Manager at Springdale Dental Centre
Industry Medical Practice
Experience
Springdale Dental Centre   September 2009 - Present
Macquarie  2005 - 2011
Blackmont Capital  2005 - 2011
CIBC Wood Gundy  2003 - 2005
Merrill Lynch   1999 - 2003
Merrill Lynch   1997 - 1999

Skills
Wealth Management, Equities, Securities, Investments, Fixed Income, Portfolio Management, Mutual Funds, Financial Services, Investment Advisory, Investment Strategies, Asset Managment, Strategic Planning, Business Planning, Project Management

Education
Humber College
Post Graduate Degree, Public Relations, Advertising, and Applied Communication

York University
Bachelor of Arts (B.A.), Economics

Lance Dominick Lance Dominick Chicago, Illinois Details
Lance Dominick's Merrill Lynch Experience April 2004 - March 2012
Job Relationship Management & Sales Options & Equities Execution & Clearance
Industry Financial Services
Experience
Merrill Lynch   April 2004 - March 2012
ABN AMRO Inc.  January 1997 - April 2004
The Chicago Corporation  March 1985 - December 1996

Skills
Series 7, Options, Equities, Securities, CRM, Series 24, Trading, Trading Systems, Financial Markets, Fixed Income, Hedge Funds, Equity Trading, Series 63, Electronic Trading, Derivatives

Education
Illinois Institute of Technology
MS Financial Markets & Trading, Financial Markets

Southern Illinois University, Carbondale
Bachelor of Arts (BA), Economics

Wayne Knupp Wayne Knupp Houston, Texas Area Details
Wayne Knupp's Merrill Lynch Experience May 1997 - May 2009
Job Analyst at Copperwood Energy
Industry Oil & Energy
Experience
Copperwood Energy   July 2012 - Present
Centaurus Energy  August 2010 - June 2012
Mercuria Energy Trading S.A.   August 2009 - July 2010
Merrill Lynch   May 1997 - May 2009

Skills
Natural Gas, Trading, Energy, Risk Management, Commodity Markets

Education
Texas A&M University   1995 — 1997
Master of Business Administration (MBA), Finance, General

Huntingdon College   1991 — 1995
Bachelor of Arts (BA), Business Administration and Management, General

Beatriz Wong Beatriz Wong Miami/Fort Lauderdale Area Details
Beatriz Wong's Merrill Lynch Experience 1996 - 1996
Job Vice President Senior Private Banker at Banco Sabadell
Industry Banking
Experience
BANCO SABADELL  April 2008 - Present
BBVA Miami   July 2003 - April 2008
BBVA Rep Office - Caracas Venezuela   1998 - July 2003
BBO Servicios Financieros   1995 - 1997
Merrill Lynch   1996 - 1996

Skills
Spanish-English, Private Banking, Banking, Credit, Financial Analysis, Portfolio Management, Loans, Risk Management, Investments, Wealth Management, Foreign Exchange, Financial Advisory, Asset Management

Education
IESA   2000 — 2003
Master's degree, Finance, General

Universidad Metropolitana (VE)   1991 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

William Tomczak William Tomczak Chicago, Illinois Details
William Tomczak's Merrill Lynch Experience May 2005 - November 2008
Job Chief Financial Officer at Chicago Clearing Corporation
Industry Financial Services
Experience
Chicago Clearing Corporation  January 2014 - Present
Chicago Clearing Corporation  November 2008 - Present
Merrill Lynch   May 2005 - November 2008
Pax Clearing Corporation  December 2002 - May 2005

Education
Illinois Institute of Technology   1999 — 2002
Master's degree, Financial Markets

Northern Illinois University   1990 — 1994
Bachelor's degree, Economics

Allen Knoll Allen Knoll Miami, Florida Details
Allen Knoll's Merrill Lynch Experience 2008 - 2008
Job President en Gemtec Int Corp.
Industry Wholesale
Experience
Gemtec Int Corp.   January 2010 - Present
Credit Suisse  2008 - 2010
Merrill Lynch   2008 - 2008
Citi  2002 - 2002

Skills
New Business Development, Product Development, Sales Management, Strategic Planning, Marketing Strategy, Consumer Electronics, Product Management, Product Marketing, Business Strategy, Sales, Team Building, Start-ups, Marketing, Negotiation, Customer Service, Business Development, Management, Project Management, Retail, Manufacturing

Education
IESE Business School - University of Navarra   2006 — 2008
Master of Business Administration (MBA), Finanzas, general

Universidad Metropolitana (VE)   1997 — 2002
Bachelor of Business Administration (B.B.A.)

Sarah Gottschalk Sarah Gottschalk Kansas City, Missouri Area Details
Sarah Gottschalk's Merrill Lynch Experience June 2014 - Present
Job Internship at Merrill Lynch
Industry Financial Services
Experience
Capitol Federal Savings Bank  December 2014 - Present
Merrill Lynch   June 2014 - Present

Education
The University of Kansas   2012 — 2016
Bachelor’s Degree, Finance, General

Johnson County Community College   2012 — 2014

Hutchinson Community College   2012 — 2012

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